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Distance Metro area (25 miles)
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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
Bradley Whitley (CRD# 7041759) is an Investment Advisor Representative working at Commonwealth Financial Network in Salisbury, NC and has over 5 years of experience in the finance industry.
Davis Whitley (CRD# 1164920) is an Investment Advisor Representative working at Mml Investors Services, LLC in Salisbury, NC and has over 33 years of experience in the finance industry.
Robert Williams (CRD# 708019) is an Investment Advisor Representative working at Mml Investors Services, LLC in Salisbury, NC and has over 39 years of experience in the finance industry.
Michael Wright (CRD# 2257543) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockwell, NC and has over 27 years of experience in the finance industry. Michael Wright 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.
Jon Yancey (CRD# 5284474) is an Investment Advisor Representative working at Alphastar Capital Management in Concord, NC and has over 10 years of experience in the finance industry.
Joel Yow (CRD# 5142612) is an Investment Advisor Representative working at Edward Jones in Salisbury, NC and has over 16 years of experience in the finance industry.
Russ Adams (CRD# 7615011) is an Investment Advisor Representative working at Falcon Financial in Salisbury, NC and has over 2 years of experience in the finance industry.
Keith Bell (CRD# 6072051) is an Investment Advisor Representative working at Credit Union Investment Services in Troy, NC and has over 5 years of experience in the finance industry.
Mark Byrd (CRD# 2984111) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salisbury, NC and has over 23 years of experience in the finance industry.
Paul Clark (CRD# 7336231) is an Investment Advisor Representative working at Mill Capital Management, LLC in Concord, NC and has 1 year of experience in the finance industry. Paul Clark 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.