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Distance Only Apex, NC
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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 Groner (CRD# 1251866) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Apex, NC and has over 25 years of experience in the finance industry. William Groner 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.
Martin Hensley (CRD# 2297110) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Apex, NC and has over 30 years of experience in the finance industry.
Elisha Hicks (CRD# 6045955) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 11 years of experience in the finance industry.
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high-quality experience for each and every client.
Charles Houston (CRD# 2642846) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 27 years of experience in the finance industry. Charles Houston 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.
William Laundon (CRD# 6168083) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 11 years of experience in the finance industry.
Jennifer Lewis (CRD# 6271005) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 10 years of experience in the finance industry.
Steven Lewis (CRD# 1526636) is an Investment Advisor Representative working at Verity Asset Management in Apex, NC and has over 37 years of experience in the finance industry.
Maria Litzinger (CRD# 6895368) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 6 years of experience in the finance industry.
Joseph Malfeo, ChFC, CFP - CRD# 3031535) is an Investment Advisor Representative working at Command Capital Management LLC in Apex, NC and has over 20 years of experience in the finance industry.