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Distance Only Clemmons, 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
Samuel Critz (CRD# 4719147) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 20 years of experience in the finance industry.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 31 years of experience in the finance industry. Tracy Duncan 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.
Michael Ferrin (CRD# 1774934) is an Investment Advisor Representative working at Compass Financial Management LLC in Clemmons, NC and has over 16 years of experience in the finance industry.
Steven Gallo (CRD# 4138397) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 24 years of experience in the finance industry.
Jennifer Gibson (CRD# 4397079) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 22 years of experience in the finance industry.
Melissa Holden (CRD# 5507047) is an Investment Advisor Representative working at Lpl Financial LLC in Clemmons, NC and has over 16 years of experience in the finance industry.
Jared Johnson (CRD# 5816323) is an Investment Advisor Representative working at Horizon Financial Services, LLC in Clemmons, NC and has over 13 years of experience in the finance industry.
Paul Johnson (CRD# 1949800) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clemmons, NC and has over 34 years of experience in the finance industry.
Jonathan Marzano (CRD# 4264804) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 23 years of experience in the finance industry.
Michael McGilvary (CRD# 5821140) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 9 years of experience in the finance industry.