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Distance Metro area (25 miles)
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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
Jerry Cline (CRD# 1350020) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, SC and has over 35 years of experience in the finance industry.
Marty Cline (CRD# 2905443) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, SC and has over 12 years of experience in the finance industry.
Wendolyn Forbes (CRD# 5506633) is an Investment Advisor Representative working at Advisory Services Network in Waynesville, NC and has over 15 years of experience in the finance industry. Wendolyn Forbes 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.
Sonda Frattini (CRD# 4637475) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Tuckasegee, NC and has over 20 years of experience in the finance industry.
Walker Gaultney (CRD# 1036205) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sapphire, NC and has over 42 years of experience in the finance industry.
Lincoln Geltz (CRD# 1528460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Salem, SC and has over 37 years of experience in the finance industry.
Greg Ghodsi (CRD# 1523292) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sylva, NC and has over 33 years of experience in the finance industry.
Joseph Grimsley (CRD# 6104585) is an Investment Advisor Representative working at Lpl Financial LLC in Hiawassee, GA and has over 10 years of experience in the finance industry. Joseph Grimsley 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.
Bill Harwood, Cfp (CRD# 3171926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salem, SC and has over 25 years of experience in the finance industry.
Jennifer Johnston (CRD# 6052971) is an Investment Advisor Representative working at Edward Jones in Lake Junaluska, NC and has over 11 years of experience in the finance industry.