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51 advisors near
20736
within the area shown on the map
Out of 400,000+ nationwide
Shelley H
Series 66
Huntingtown, MD
Edward Jones
Shelley Hall is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is also a Notary Public in Huntingtown, Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.
Justin A
Series 66
Prince Frederick, MD
Edward Jones
Justin Atkinson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Eagle Environmental Solutions and Infinity Restoration. Outside of his advisory role, he owned a home improvement consulting business, Homepro Contractors LLC, which he is currently transitioning to a new owner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory services supported by a large national network of financial advisors and branch offices.
Cory G
Series 66
Dunkirk, MD
Edward Jones
Cory Gertz is a financial advisor at Edward Jones in Dunkirk, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Baker Tilly from 2020 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of advisors and branches.
Nanette R
Series 63, Series 65
Prince Frederick, MD
LPL Financial
Nanette Rediker is a financial advisor with LPL Financial based in Prince Frederick, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial and Shore United Bank in 2023, she spent 15 years at infinex Investments, Inc. and Community Bank Tri County. She is a member of Rediker Rendezvous Resort LLC, a real estate venture located in Newry, Maine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.
Gemma S
Series 66
Prince Frederick, MD
Edward Jones
Gemma Smith is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Patriot Ready Mixed Concrete and Kiewit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.
Federico R
Series 66
Prince Frederick, MD
Edward Jones
Federico Reyna III is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. His prior work includes roles at TD Bank, PNC Bank, and Advance America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and related services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Nathan N
Series 66
Prince Frederick, MD
Edward Jones
Nathan Novotny is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bob Hall LLC for eighteen years. Outside of his advising role, he is involved in real estate through ownership and management of residential rental properties and serves as vice president and joint owner of Kesler - Finn LLC, providing consultation on real estate acquisition and leasing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated capabilities such as a trust company and securities-based lending.
Thomas R
Series 66
Huntingtown, MD
Edward Jones
Thomas Riffe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served four years in the United States Marine Corps and worked at Shore United Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Casey S
Series 66
Prince Frederick, MD
Edward Jones
Casey Styer is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he worked at Blue Agave Grill for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.
Randall B
CFP®, Series 66
Dunkirk, MD
Edward Jones
Randall Brown is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Urbanland Company and Bluwater Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.
Harrison H
Series 65, Series 63
Upper Marlboro, MD
J.P. Morgan Securities
Harrison Howard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Credit Suisse before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.
Paul S
Series 66
Churchton, MD
Edward Jones
Paul Schiavone is a Series 66 credentialed financial advisor with Edward Jones in Churchton, MD, where he has worked since 2012, totaling 14 years of industry experience. He is a member of MJM Enterprises LLC, a women’s consignment store operated by his wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Themba M
Series 66
Upper Marlboro, MD
LPL Financial
Themba Magagula is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. Outside of his advisory role, he owns a repair business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.
Stephen C
Series 66
Dunkirk, MD
Edward Jones
Stephen Coffey is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Steven E
Series 63, Series 66
Harwood, MD
RBC Capital Markets
Steven Eagley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a charter boat business in the British Virgin Islands and operates a horse farm in Maryland where he boards horses and hosts events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized investment strategies implemented through in-house and third-party managers.
Justin L
Series 66
Prince Frederick, MD
OSAIC
Justin Lynam is a financial advisor with OSAIC holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of the Cardinals Crest Homeowners Association, overseeing compliance with HOA bylaws and presiding over meetings. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs various tools to construct portfolios that include multiple asset types and management options.
Kaula J
Series 65, Series 63
Dunkirk, MD
Primerica Advisors
Kaula Jacks is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Advisors, she has held positions at MT Zion United Methodist Church and PFS Investments Inc. Outside of advisory work, she is involved with the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.
Elizabeth R
Series 66
Prince Frederick, MD
Edward Jones
Elizabeth Rockenbaugh is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020. She has five years of industry experience and a background that includes roles at Creative Software Consultants and A-Whisco, Inc. Outside of her advisory work, she serves as a youth soccer referee in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.
Spencer E
Series 66
Dunkirk, MD
Edward Jones
Spencer Eisemann is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at the Robert H. Smith School of Business and PepsiCo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Samantha C
Series 66
Dunkirk, MD
LPL Financial
Samantha Cimino is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at M&T Bank Financial Services, Southern Maryland Family Dental, The Goddard School, The Community College of Baltimore County, and Unicorn Transportation Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.
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Finding advisors...
51 advisors near
20736
within the area shown on the map
Out of 400,000+ nationwide