Financial advisers in Rockville, Maryland

Adviser profiles

• David PetersenFounding PartnerFSA Wealth PartnersCRD 716333
• Jamie LapinOwner, Chief Compliance OfficerRisk Management GroupCRD 855217
• Clark KendallPresident & CEOKendall Capital ManagementCRD 1144480
• Ronald RoughChief Investment Officer & PartnerFSA Wealth PartnersCRD 2083110
• MDMary Ann DruckerInvestment adviser representativeFSA Wealth PartnersCRD 2495181
• FKFranklin KooncePresident/CFO/Treas./CCO/Managing Dir.Montgomery Investment ManagementCRD 2510250
• Christopher BrownManaging Member & Chief Compliance OfficerIvy League Financial AdvisorsCRD 2788527
• MCMichael CreamerMemberGlass Jacobson Investment AdvisorsCRD 2930699
• James JosephPresident/Treasurer Chief Compliance Officer & PartnerFSA Wealth PartnersCRD 2943563
• James WalkerInvestment adviser representativeKendall Capital ManagementCRD 3020966
• Brian MattoxChief Investment Officer & Chief Compliance OfficerKendall Capital ManagementCRD 3025926
• Carol PetrovVice President & Senior Relationship ManagerKendall Capital ManagementCRD 4438703
• GIGeorge IngramInvestment adviser representativeGlass Jacobson Investment AdvisorsCRD 5017791
• Kimberly BasenbackDirector of Financial Planning & PartnerFSA Wealth PartnersCRD 5523788
• Aleksandr SeleznevPresident and Chief Compliance OfficerCapital Squared FinancialCRD 5716633
• MSMatthew SanchezInvestment adviser representativeIvy League Financial AdvisorsCRD 6082699
• Aaron WestonInvestment adviser representativeFSA Wealth PartnersCRD 6138077
• TGThiago GliegerOwnerRisk Management GroupCRD 6326737
• JMJoseph McCarthyInvestment adviser representativeGlass Jacobson Investment AdvisorsCRD 6392224
• Jason TkachSenior Portfolio ManagerKendall Capital ManagementCRD 6432614
• Zemin ZhuInvestment adviser representativeKendall Capital ManagementCRD 6743280
• JDJordan DaughertyInvestment adviser representativeFSA Wealth PartnersCRD 6939807
• ADAsitha De SilvaChief Investment OfficerCapital Squared FinancialCRD 7197507
• CJChristopher JonesInvestment adviser representativeFSA Wealth PartnersCRD 7260752
• LCLisa CrivellaInvestment adviser representativeIvy League Financial AdvisorsCRD 7833345
• Adam PlattInvestment adviser representativeKendall Capital ManagementCRD 8154114
• ACAnita CarrInvestment adviser representativeCore PlanningCRD 8259103
• VRVijai RangarajanInvestment adviser representativeLegacy Wealth ManagementCRD 8287834

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.