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Distance Only Winston Salem, 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
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.
Paul Adkins (CRD# 6683568) is an Investment Advisor Representative working at Principal Securities, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
Neil Allerton (CRD# 6219948) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 10 years of experience in the finance industry.
Spencer Angell (CRD# 2957476) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Winston Salem, NC and has over 26 years of experience in the finance industry. Spencer Angell 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.
Paul Anthony (CRD# 2672261) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.
Zachary Ashburn (CRD# 6431731) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Winston Salem, NC and has over 9 years of experience in the finance industry. Zachary Ashburn 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.
Thomas Atkinson (CRD# 5129797) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 17 years of experience in the finance industry.
Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Onedigital Investment Advisors in Winston Salem, NC and has over 15 years of experience in the finance industry.
Jeremy Autry (CRD# 4689401) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 20 years of experience in the finance industry.
Joel Ayers (CRD# 4059099) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 24 years of experience in the finance industry.