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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Lawton Baker (CRD# 3170945) is an Investment Advisor Representative working at Focus Asset Management Company in Portsmouth, VA and has over 25 years of experience in the finance industry.
Glenn Haislip (CRD# 6115670) is an Investment Advisor Representative working at Edward Jones in Portsmouth, VA and has over 11 years of experience in the finance industry.
Donald Smith (CRD# 6411498) is an Investment Advisor Representative working at Edward Jones in Portsmouth, VA and has over 9 years of experience in the finance industry.
Aaron Calkins (CRD# 7617605) is an Investment Advisor Representative working at Everyday Financial Planning in Portsmouth, VA and has 1 year of experience in the finance industry.
Kelsie Smith (CRD# 7793872) is an Investment Advisor Representative working at Edward Jones in Portsmouth, VA and has 1 year of experience in the finance industry.
Brooke Walthall (CRD# 7604649) is an Investment Advisor Representative working at Edward Jones in Portsmouth, VA and has 1 year of experience in the finance industry.
Arthur Grizzle (CRD# 5685783) is an Investment Advisor Representative working at Martello Investments, LLC in Norfolk, VA and has 10 years of experience in the finance industry.
David Abbott (CRD# 6445258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Virginia Beach, VA and has over 9 years of experience in the finance industry. David Abbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport News, VA and has over 10 years of experience in the finance industry.
Gregory Addison (CRD# 1962997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Norfolk, VA and has over 34 years of experience in the finance industry.