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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
William King (CRD# 3124587) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Concord, NC and has over 25 years of experience in the finance industry. William King 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.
Bradley Konawalik (CRD# 4533441) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Concord, NC and has over 21 years of experience in the finance industry.
Paul Lagrange (CRD# 4067103) is an Investment Advisor Representative working at Esi Financial Advisors in Concord, NC and has over 16 years of experience in the finance industry.
Keith Laibson (CRD# 2653793) is an Investment Advisor Representative working at Matson Money, Inc. in Concord, NC and has over 26 years of experience in the finance industry.
Bruce Lau (CRD# 4689597) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, NC and has over 20 years of experience in the finance industry.
Dale Lehenbauer (CRD# 2269916) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, NC and has over 31 years of experience in the finance industry. Dale Lehenbauer 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.
Brian Maners (CRD# 6233294) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Salisbury, NC and has over 10 years of experience in the finance industry.
John McGrail (CRD# 6606247) is an Investment Advisor Representative working at Edward Jones in Salisbury, NC and has over 8 years of experience in the finance industry.
James Menis (CRD# 4925190) is an Investment Advisor Representative working at Mml Investors Services, LLC in Salisbury, NC and has over 19 years of experience in the finance industry.
Mark Metzger (CRD# 4008862) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Locust, NC and has over 24 years of experience in the finance industry.