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Distance Only Oakton, VA
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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
Richard Allridge (CRD# 1717797) is an Investment Advisor Representative working at Allridge Wealth Management, Inc. in Oakton, VA and has over 28 years of experience in the finance industry. Richard Allridge 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.
Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Oakton, VA and has over 24 years of experience in the finance industry. Jennifer Baick 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.
Justin Ellison (CRD# 4180952) is an Investment Advisor Representative working at Demand Wealth in Oakton, VA and has over 21 years of experience in the finance industry.
Mikael Hallstrom (CRD# 5441948) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Oakton, VA and has over 16 years of experience in the finance industry.
Edwin Knowles (CRD# 4620473) is an Investment Advisor Representative working at The Knowles Company, LLC in Oakton, VA and has over 21 years of experience in the finance industry. Edwin Knowles 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.
Owen Lyons (CRD# 1687766) is an Investment Advisor Representative working at Demand Wealth in Oakton, VA and has over 34 years of experience in the finance industry.
Matthew Main (CRD# 4890773) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Oakton, VA and has over 19 years of experience in the finance industry.
Brandon Mink (CRD# 2599782) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Oakton, VA and has over 29 years of experience in the finance industry.
Thomas Welsh (CRD# 5954235) is an Investment Advisor Representative working at Pegasus Financial Group LLC in Oakton, VA and has over 12 years of experience in the finance industry.
Gary Wong (CRD# 6834401) is an Investment Advisor Representative working at Edward Jones in Oakton, VA and has over 6 years of experience in the finance industry.