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Distance Only Winchester, VA
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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
Blaine Dunn (CRD# 1307909) is an Investment Advisor Representative working at Dunn Financial Advisors, LLC in Winchester, VA and has over 39 years of experience in the finance industry. Blaine Dunn 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.
Amy Flores Velasquez (CRD# 5503909) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, VA and has over 15 years of experience in the finance industry.
Allen Fredericks (CRD# 6909935) is an Investment Advisor Representative working at First Advisors National, LLC in Winchester, VA and has over 6 years of experience in the finance industry.
Jeffrey Hahn (CRD# 5378966) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 16 years of experience in the finance industry. Jeffrey Hahn 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.
Steven Hamant (CRD# 2487744) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winchester, VA and has over 29 years of experience in the finance industry.
Mark Hillyard (CRD# 6148185) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 10 years of experience in the finance industry.
Robert Holmes (CRD# 1361476) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Winchester, VA and has over 38 years of experience in the finance industry.
James Imoh (CRD# 6654929) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.
Susan Kagey (CRD# 2988540) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, VA and has over 26 years of experience in the finance industry. Susan Kagey 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.
Janice Kuhn (CRD# 2968191) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Winchester, VA and has over 25 years of experience in the finance industry.