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Distance Only Sterling, 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
John Tattersall (CRD# 1802385) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Sterling, VA and has over 28 years of experience in the finance industry.
Daphne Wright (CRD# 2335255) is an Investment Advisor Representative working at Lpl Financial LLC in Sterling, VA and has over 28 years of experience in the finance industry. Daphne Wright 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.
Evgeniy Yashin (CRD# 5704938) is an Investment Advisor Representative working at Signet Financial Management, LLC in Sterling, VA and has 1 year of experience in the finance industry.
Robert Barron (CRD# 7498694) is an Investment Advisor Representative working at Signet Financial Management, LLC in Sterling, VA and has over 2 years of experience in the finance industry.
Amanda Francescato (CRD# 6583811) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sterling, VA and has over 8 years of experience in the finance industry.
Katherine Hernandez Montesflores (CRD# 7583634) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sterling, VA and has 1 year of experience in the finance industry.
Maria Kersey (CRD# 2030419) is an Investment Advisor Representative working at Missionsquare Retirement in Sterling, VA and has over 29 years of experience in the finance industry. Maria Kersey 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.
David Miller (CRD# 7026865) is an Investment Advisor Representative working at Rule72 Financial in Sterling, VA and has over 5 years of experience in the finance industry. David Miller 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.
Michael Perez (CRD# 7111178) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sterling, VA and has over 4 years of experience in the finance industry.
Brett Sharpe (CRD# 7568996) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sterling, VA and has 1 year of experience in the finance industry.