-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gregory Blake (CRD# 5392729) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
Theodore Blanchard (CRD# 4807208) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 19 years of experience in the finance industry.
Kimberly Bleck (CRD# 5727806) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry. Kimberly Bleck 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Nicholas Blencowe (CRD# 6742019) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 7 years of experience in the finance industry.
Rebecca Blevins (CRD# 6191164) is an Investment Advisor Representative working at Concord Wealth Partners in Rockville, MD and has over 11 years of experience in the finance industry. Rebecca Blevins 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.
Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 17 years of experience in the finance industry.
Neal Bobys (CRD# 24446) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 42 years of experience in the finance industry.
John Boeckel (CRD# 2465435) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry.
Nicholas Bohn (CRD# 5226159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 16 years of experience in the finance industry.