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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
Rhea Baker (CRD# 5141649) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vienna, VA and has over 18 years of experience in the finance industry.
Robert Baker (CRD# 5177191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 16 years of experience in the finance industry.
Stacy Bakri (CRD# 4179467) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 24 years of experience in the finance industry. Stacy Bakri 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.
Petya Balevska (CRD# 5217806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.
Michelle Balfe (CRD# 4576033) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Daniel Ball (CRD# 6565538) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.
Megan Ballogdajan (CRD# 5169011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.
Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 12 years of experience in the finance industry.
Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under...
Adam Band (CRD# 5644486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 15 years of experience in the finance industry.