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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
David Preston (CRD# 4500742) is an Investment Advisor Representative working at Edward Jones in Sylva, NC and has over 22 years of experience in the finance industry.
Geoffrey Raymond (CRD# 1642689) is an Investment Advisor Representative working at Raymond Capital Advisors, LLC in Maggie Valley, NC and has over 37 years of experience in the finance industry.
Jeffrey Schnee (CRD# 1176174) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glenville, NC and has over 40 years of experience in the finance industry.
Martin Sohovich (CRD# 5100367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waynesville, NC and has over 17 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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.
Charles Strickland (CRD# 1354135) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hayesville, NC and has over 38 years of experience in the finance industry.
Jodi Sullivan (CRD# 4253573) is an Investment Advisor Representative working at Edward Jones in Hayesville, NC and has over 23 years of experience in the finance industry.
Harold Vincent (CRD# 1739370) is an Investment Advisor Representative working at Attainment Asset Management LLC in Clayton, GA and has over 21 years of experience in the finance industry.
Jackey Webb (CRD# 5556114) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Waynesville, NC and has over 12 years of experience in the finance industry.
Terry White (CRD# 5647858) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Hiawassee, GA and has over 15 years of experience in the finance industry.