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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
Russell Brown (CRD# 806158) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 43 years of experience in the finance industry.
William Bruno (CRD# 4585916) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.
Alex Bryer (CRD# 2844077) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in Bethesda, MD and has over 27 years of experience in the finance industry.
David Bubb (CRD# 4488653) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
William Buchanan (CRD# 2300864) is an Investment Advisor Representative working at Katalgar Capital Management, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.
Alfonso Burgos (CRD# 2790301) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 27 years of experience in the finance industry.
Frank founded Forty4 Financial with the mission statement to provide financial planning in a clear and concise way, and with a distinct investment profile with social responsibility at the forefront.
Frank has worked in the financial industry his entire career, encompassing real estate, commercial lending, investment management and as a financial advisor. This diverse background has proven to be a solid foundation to guide his clients through the obstacles and opportunities they may encounter, with a successful client experience being the ultimate goal.
In his spare time, Frank spends time...
Paul Carlson (CRD# 2423428) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 29 years of experience in the finance industry.
Cory Chambers (CRD# 4641554) is an Investment Advisor Representative working at Wells Fargo Advisors in Bethesda, MD and has over 21 years of experience in the finance industry.
Ronald Chesney (CRD# 2467688) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 25 years of experience in the finance industry.