Years of Experience
5-20+ Years
OCEAN PINES, MD
0 Disclosures
ADVISOR BIO
Christopher Furno is an investment advisor representative at Summit Wealth Management. Christopher has been in the financial industry for over six years and holds the Series 7, Series 66 and SIE licenses. Christopher is registered in Maryland as an investment advisor representative. Christopher provides financial planning, pension consulting, educational seminars, and portfolio management services. Christopher focuses on working with individuals and other investment advisors.
SPECIALIZATIONS
OCEAN PINES, MD
0 Disclosures
ADVISOR BIO
Harold Lynn Carmean is a financial advisor in Ocean Pines, MD, associated with CWM Advisory, LLC. Harold Lynn Carmean has been in the industry since 1999 and has experience in providing financial planning, pension consulting, and portfolio management for individuals. Harold Lynn Carmean has also worked with SCF Securities, Inc., WFG Investments, Inc., Equity Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
SPECIALIZATIONS
OCEAN PINES, MD
32 Years Experience
4 Disclosures
ADVISOR BIO
John Bennish is an investment advisor representative with Edward Jones. John has been in the financial services industry since 1993. John has a wide range of experience and expertise in financial planning and portfolio management. John specializes in working with individuals, businesses, and retirement plans. John is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
SPECIALIZATIONS
OCEAN PINES, MD
0 Disclosures
ADVISOR BIO
Jordan Talbert is a Registered Investment Advisor and currently works at CWM Advisory, LLC. Jordan has been registered with the state of Maryland and has 1 year of experience in the industry. Jordan's practice focuses on financial planning, pension consulting, and portfolio management for individuals. Jordan is also a registered investment advisor in Delaware, Pennsylvania, and Virginia.
SPECIALIZATIONS
Ocean Pines, MD
23 Years Experience
0 Disclosures
ADVISOR BIO
Ryan Kirby is a registered investment advisor representative with Snowden Capital Advisors LLC. Ryan has been in the financial services industry since January 26, 2002. Ryan holds Series 7, 9, 10, 31, 63, and 65 licenses. Ryan has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Folger Nolan Fleming Douglas Incorporated. Ryan is also a board member of Junior Achievement of Eastern Shore, Atlantic General Hospital Foundation, and Diakonia. Ryan currently provides investment advisory services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
OCEAN PINES, MD
0 Disclosures
ADVISOR BIO
Tristan Jacobi is a Certified Financial Planner who has been working in the financial services industry since 2014. Tristan holds a Series 65 license and is registered with CWM Advisory, LLC. Tristan specializes in providing financial planning, pension consulting, and selection of other advisors. Tristan is currently registered to provide investment advisory services in Delaware, Maryland, Pennsylvania, Texas and Virginia.
SPECIALIZATIONS
