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Distance Only Bethesda, 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
Brett Bernstein (CRD# 3103034) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 25 years of experience in the finance industry. Brett Bernstein 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.
Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Chris Bettencourt 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.
Megan Bleil (CRD# 4801111) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Gretchen Bolton (CRD# 2421965) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bethesda, MD and has over 30 years of experience in the finance industry.
Ormand Bontempo (CRD# 2115532) is an Investment Advisor Representative working at Bontempo Ohly Capital Management, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.
Mary Bottella (CRD# 4535892) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bethesda, MD and has over 8 years of experience in the finance industry.
David Bowie (CRD# 4408123) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Michael Boyd (CRD# 4947874) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 18 years of experience in the finance industry.
Samuel Boyd (CRD# 5708814) is an Investment Advisor Representative working at Capital Investment Advisors in Bethesda, MD and has over 14 years of experience in the finance industry. Samuel Boyd 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.
Lawrence Braithwaite (CRD# 4720489) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has over 9 years of experience in the finance industry.