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Distance Only Towson, MD
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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
William Weglein (CRD# 4675284) is an Investment Advisor Representative working at Alere Planning LLC in Towson, MD and has over 17 years of experience in the finance industry.
Aaron Welch (CRD# 4849124) is an Investment Advisor Representative working at Money Concepts Advisory Service in Towson, MD and has over 19 years of experience in the finance industry.
Milton White (CRD# 4103466) is an Investment Advisor Representative working at Mml Investors Services, LLC in Towson, MD and has over 21 years of experience in the finance industry.
Todd Wickwire (CRD# 1725197) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 27 years of experience in the finance industry.
Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and...
Walter Williams (CRD# 5797409) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Towson, MD and has over 13 years of experience in the finance industry.
Edward Witherspoon (CRD# 2635052) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Towson, MD and has over 24 years of experience in the finance industry.
Dale Woodring (CRD# 2540409) is an Investment Advisor Representative working at Commonwealth Financial Network in Towson, MD and has over 29 years of experience in the finance industry.
Brian Woods (CRD# 2411534) is an Investment Advisor Representative working at Woods Advisory Services LLC in Towson, MD and has over 30 years of experience in the finance industry.
Scarlet Worden (CRD# 6327945) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Towson, MD and has over 7 years of experience in the finance industry. Scarlet Worden 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.