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Distance Only Fulton, 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
Kimberly Magaha (CRD# 5198218) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has 1 year of experience in the finance industry. Kimberly Magaha 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.
Kathleen Nolan (CRD# 2863854) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 26 years of experience in the finance industry.
Neal Seagle (CRD# 2620878) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 28 years of experience in the finance industry.
Robert Toczylowski (CRD# 4262459) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fulton, MD and has over 23 years of experience in the finance industry.
Denika Tokunaga (CRD# 5434095) is an Investment Advisor Representative working at Lpl Financial LLC in Fulton, MD and has over 16 years of experience in the finance industry.
Edward Vonlange (CRD# 1334508) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 39 years of experience in the finance industry. Edward Vonlange 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.
Charles Walker (CRD# 2578251) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 29 years of experience in the finance industry. Charles Walker 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.
Jonathan Wienecke (CRD# 4443827) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 21 years of experience in the finance industry. Jonathan Wienecke 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.
Barrett Wragg (CRD# 4116404) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Fulton, MD and has over 22 years of experience in the finance industry. Barrett Wragg 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.
Samia Clookie (CRD# 7341735) is an Investment Advisor Representative working at Wealthspire Advisors in Fulton, MD and has over 2 years of experience in the finance industry.