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Distance Only Woodstock, MD
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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
Jonathan Bradley (CRD# 1112335) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 40 years of experience in the finance industry.
Patricia Eddy (CRD# 5277551) is an Investment Advisor Representative working at Oxford Planning Group, LLC in Woodstock, MD and has over 15 years of experience in the finance industry.
Shaun Eddy (CRD# 1983133) is the owner and an Investment Advisor Representative at Oxford Planning Group LLC in Woodstock, MD and has over 24 years of experience in the finance industry.
Shaun has always had a strong desire to help clients define and reach thier unique financial goals and says "When clients realize that with proper planning, many goals are possible, it's incredibly rewarding".
Always looking for opportunities to enhance his qualifications and skills, Shaun graduated from the University of Maryland and is a CERTIFIED FINANCIAL PLANNERTM practitioner through the College for...
S. Paulina Nemec (CRD# 2865447) is an Investment Advisor Representative working at Eagle Strategies LLC in Woodstock, MD and has over 26 years of experience in the finance industry.
William Riley (CRD# 1388423) is an Investment Advisor Representative working at Cristata Investment Management in Woodstock, MD and has over 38 years of experience in the finance industry.
Timothy Booker (CRD# 6372266) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Woodstock, MD and has over 8 years of experience in the finance industry.
Kirsten Eddy (CRD# 7497389) is an Investment Advisor Representative working at Oxford Planning Group, LLC in Woodstock, MD and has 1 year of experience in the finance industry. Kirsten Eddy 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.