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Distance Only Southern Pines, 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
Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southern Pines, NC and has over 5 years of experience in the finance industry.
Justin Bradford (CRD# 3252195) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 24 years of experience in the finance industry.
Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Fidelis Financial in Southern Pines, NC and has over 9 years of experience in the finance industry.
Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 9 years of experience in the finance industry. Michael Conley 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.
Henry Dreher (CRD# 1029971) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 40 years of experience in the finance industry.
Matthew Gregory (CRD# 4372885) is an Investment Advisor Representative working at Primerica Advisors in Southern Pines, NC and has over 23 years of experience in the finance industry.
Thomas Hart (CRD# 1082981) is an Investment Advisor Representative working at Hart Investment Management Inc. in Southern Pines, NC and has over 41 years of experience in the finance industry.
Winfred Hasty (CRD# 1956832) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 34 years of experience in the finance industry. Winfred Hasty 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.
Kenneth Heaney (CRD# 4608426) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Southern Pines, NC and has over 21 years of experience in the finance industry.
Timothy Hicks (CRD# 6496702) is an Investment Advisor Representative working at Hicks Financial Partners, LLC in Southern Pines, NC and has over 9 years of experience in the finance industry. Timothy Hicks 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.