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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
Donald Lilly (CRD# 5331918) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salem, VA and has over 16 years of experience in the finance industry.
James Pearman (CRD# 2134909) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 33 years of experience in the finance industry. James Pearman 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.
Pamela Poldiak (CRD# 4585013) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry. Pamela Poldiak 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.
Kyle Richardson (CRD# 5636052) is an Investment Advisor Representative working at Edward Jones in Salem, VA and has over 15 years of experience in the finance industry.
Susan Westmoreland (CRD# 4445128) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Salem, VA and has over 10 years of experience in the finance industry.
Brian Barrows (CRD# 7510893) is an Investment Advisor Representative working at Avantax Advisory Services in Chambersburg, PA and has 1 year of experience in the finance industry.
Sethalan Carter (CRD# 7694364) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry. Sethalan Carter 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.
John Curran (CRD# 7614936) is an Investment Advisor Representative working at Edward Jones in Salem, VA and has 1 year of experience in the finance industry.
Christopher Huff (CRD# 4800202) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salem, VA and has over 19 years of experience in the finance industry.
Steven Laub (CRD# 7366785) is an Investment Advisor Representative working at Edward Jones in Salem, VA and has over 2 years of experience in the finance industry.