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Distance Only Matthews, 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
Craig Harvey Field (CRD# 6181342) is an Investment Advisor Representative working at Alluvial Wealth Management in Matthews, NC and has over 11 years of experience in the finance industry.
Michael Fitzgerald (CRD# 6098908) is an Investment Advisor Representative working at Eagle Strategies LLC in Matthews, NC and has over 11 years of experience in the finance industry.
Kathleen Focht (CRD# 4342252) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 22 years of experience in the finance industry.
Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 8 years of experience in the finance industry. Nathan Fulks 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.
Andrea Hargette (CRD# 6992487) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Matthews, NC and has over 5 years of experience in the finance industry.
Blake Hedrick (CRD# 6569940) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 8 years of experience in the finance industry. Blake Hedrick 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.
George Irby (CRD# 5992661) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 12 years of experience in the finance industry.
Bradley Kellen (CRD# 4757775) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Matthews, NC and has over 20 years of experience in the finance industry. Bradley Kellen 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.
Geoffrey Kemble (CRD# 4048488) is an Investment Advisor Representative working at Prudential Financial Planning Services in Matthews, NC and has over 24 years of experience in the finance industry.
Dennis Lynch (CRD# 1464078) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Matthews, NC and has over 37 years of experience in the finance industry.