-
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
Richard Lagasse (CRD# 1323012) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bowling Green, VA and has over 16 years of experience in the finance industry. Richard Lagasse 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.
Patti Lerch (CRD# 6168502) is an Investment Advisor Representative working at Guidedquest, LLC in Stafford, VA and has over 11 years of experience in the finance industry.
Noah Lester (CRD# 4739948) is an Investment Advisor Representative working at Edward Jones in Stafford, VA and has over 18 years of experience in the finance industry.
Anita Lewis (CRD# 2963162) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 26 years of experience in the finance industry.
Blake Lewis (CRD# 5116620) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ashland, VA and has over 17 years of experience in the finance industry.
Cheri Litzenburg (CRD# 4059566) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 20 years of experience in the finance industry.
Mary Long (CRD# 6644531) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 7 years of experience in the finance industry.
Bernard Mahon (CRD# 1478454) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fredericksburg, VA and has over 38 years of experience in the finance industry.
Susan Mann (CRD# 6690485) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 7 years of experience in the finance industry.
Joel Marks (CRD# 320209) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fredericksburg, VA and has over 30 years of experience in the finance industry.