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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
Carl Grubb (CRD# 7415316) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 2 years of experience in the finance industry.
Andrea Lowe (CRD# 3027541) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 26 years of experience in the finance industry.
Kathleen Shepherd (CRD# 7722937) is an Investment Advisor Representative working at Lincoln Investment in Albemarle, NC and has 1 year of experience in the finance industry.
Kelly Smith (CRD# 3085514) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 3 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.
Christopher Arcuri (CRD# 4760952) is an Investment Advisor Representative working at Morgan Stanley in Concord, NC and has over 20 years of experience in the finance industry.
Jennifer Astles (CRD# 5014047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord, NC and has over 18 years of experience in the finance industry.
Luann Barnes (CRD# 3193187) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Concord, NC and has over 25 years of experience in the finance industry.
David Baucom (CRD# 4905902) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, NC and has over 19 years of experience in the finance industry.
Tonya Bobbitt (CRD# 6385298) is an Investment Advisor Representative working at Advice And Planning Services in Monroe, NC and has over 9 years of experience in the finance industry.