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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
Charles Robinson (CRD# 5039975) is an Investment Advisor Representative working at Summit Financial, LLC in Matthews, NC and has over 18 years of experience in the finance industry.
Johnny Rutledge (CRD# 5507113) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 15 years of experience in the finance industry.
Jack Scott (CRD# 2843025) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 27 years of experience in the finance industry.
Stuart Slack (CRD# 2920127) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Matthews, NC and has over 26 years of experience in the finance industry.
Matthew Spear (CRD# 2719253) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 28 years of experience in the finance industry. Matthew Spear 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.
Stacy Swiney (CRD# 5435350) is an Investment Advisor Representative working at Edward Jones in Matthews, NC and has over 11 years of experience in the finance industry.
Phillipe Toupin (CRD# 7004451) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 5 years of experience in the finance industry.
Scott Trease (CRD# 1298222) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 18 years of experience in the finance industry.
Carlton Whitman (CRD# 6375955) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 9 years of experience in the finance industry.
Duncan Wilson (CRD# 5910555) is an Investment Advisor Representative working at Commonwealth Financial Network in Matthews, NC and has over 13 years of experience in the finance industry. Duncan Wilson 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.