-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Darryl Bandy (CRD# 4439248) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Advance, NC and has over 22 years of experience in the finance industry.
Alva Smith (CRD# 2023318) is an Investment Advisor Representative working at Eagle Strategies LLC in Advance, NC and has over 34 years of experience in the finance industry.
Ronald Warden (CRD# 2439131) is an Investment Advisor Representative working at Mml Investors Services, LLC in Advance, NC and has over 30 years of experience in the finance industry.
Joseph Freeman (CRD# 3255969) is an Investment Advisor Representative working at Adolos Asset Management in Advance, NC and has over 24 years of experience in the finance industry. Joseph Freeman 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.
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.
Jarrod Adams (CRD# 4682375) is an Investment Advisor Representative working at Jarrod Adams Investing, LLC in Mooresville, NC and has over 11 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.
Beth Agnello (CRD# 1868078) is an Investment Advisor Representative working at Cgn Advisors, LLC in Lexington, NC and has over 5 years of experience in the finance industry.
Robert Aiken (CRD# 2237594) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 31 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.