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Distance Only Brevard, NC
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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
Michael Boulos (CRD# 1282124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brevard, NC and has over 39 years of experience in the finance industry.
Lindsey Caughel (CRD# 7068747) is an Investment Advisor Representative working at Edward Jones in Brevard, NC and has over 5 years of experience in the finance industry.
Christy Davis (CRD# 6059061) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 8 years of experience in the finance industry.
Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 25 years of experience in the finance industry. Jon Green 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.
Walter Hart (CRD# 4614013) is an Investment Advisor Representative working at Credit Union Investment Services in Brevard, NC and has over 10 years of experience in the finance industry.
Gerald Hendrix (CRD# 2760478) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 27 years of experience in the finance industry.
Wayne Kevitt (CRD# 3122628) is an Investment Advisor Representative working at Avantax Advisory Services in Brevard, NC and has over 25 years of experience in the finance industry.
Jonathan Larocca (CRD# 6339900) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 8 years of experience in the finance industry.
Jason Lefler (CRD# 4508745) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brevard, NC and has over 19 years of experience in the finance industry.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry. Dean St. Marie 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.