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Distance Only Alexandria, 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
Cathy Achter (CRD# 1468255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 32 years of experience in the finance industry.
Patrick Adams (CRD# 2039213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alexandria, VA and has over 34 years of experience in the finance industry.
Eduardo Alzona (CRD# 5604417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 15 years of experience in the finance industry.
Mark Amberg (CRD# 2481269) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Alexandria, VA and has over 29 years of experience in the finance industry. Mark Amberg 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.
Ross Anderson (CRD# 5483452) is an Investment Advisor Representative working at Craftwork Capital LLC in Alexandria, VA and has over 16 years of experience in the finance industry. Ross Anderson 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.
Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 years of experience in the finance industry.
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
Darren Aversa (CRD# 5737138) is an Investment Advisor Representative working at Edward Jones in Alexandria, VA and has over 14 years of experience in the finance industry.
Gobinath Balasubramanian (CRD# 6624164) is an Investment Advisor Representative working at Gb Investments LLC in Alexandria, VA and has over 8 years of experience in the finance industry.
Isabel Barrow (CRD# 4479208) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 22 years of experience in the finance industry.