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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
Robert Lewandowski (CRD# 2355536) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, VA and has over 30 years of experience in the finance industry.
Christopher Merchant (CRD# 5522616) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winchester, VA and has over 15 years of experience in the finance industry. Christopher Merchant 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.
Jeremy Nichols (CRD# 4632489) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 20 years of experience in the finance industry. Jeremy Nichols 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.
Michael O'dell (CRD# 5877447) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 13 years of experience in the finance industry.
Ryan Oates (CRD# 5399398) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winchester, VA and has over 16 years of experience in the finance industry. Ryan Oates 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.
Emily Parent (CRD# 6734273) is an Investment Advisor Representative working at Interactive Financial Advisors in Winchester, VA and has over 7 years of experience in the finance industry.
Steven Pugliese (CRD# 5556782) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has 1 year of experience in the finance industry. Steven Pugliese 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.
Whitney Pyles (CRD# 6713963) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.
Jennifer Robinson (CRD# 6731169) is an Investment Advisor Representative working at Edward Jones in Winchester, VA and has over 7 years of experience in the finance industry.
Clifton Rutherford (CRD# 5378712) is an Investment Advisor Representative working at R & J Financial Partners, LLC in Winchester, VA and has over 16 years of experience in the finance industry.