-
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
Jerry Barrier (CRD# 2108700) is an Investment Advisor Representative working at Avantax Advisory Services in Albemarle, NC and has over 33 years of experience in the finance industry.
Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 13 years of experience in the finance industry.
Kimberly Carpenter (CRD# 3232556) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Albemarle, NC and has over 24 years of experience in the finance industry.
Roger Dick (CRD# 1639662) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 28 years of experience in the finance industry.
Kyle Eudy (CRD# 5573392) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 15 years of experience in the finance industry. Kyle Eudy 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.
Stephen Eudy (CRD# 6330901) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 9 years of experience in the finance industry.
David Gaskin (CRD# 4338784) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 22 years of experience in the finance industry.
Jason Hann (CRD# 6069284) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 11 years of experience in the finance industry.
Michael Harwood (CRD# 4711386) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 20 years of experience in the finance industry.
Samantha Hatley (CRD# 6713409) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 7 years of experience in the finance industry.