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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
Catherine Reid (CRD# 5579457) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 6 years of experience in the finance industry.
Kevin Renz (CRD# 5256242) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 16 years of experience in the finance industry.
Ross Ryan (CRD# 6837602) is an Investment Advisor Representative working at Edelman Financial Engines in Arden, NC and has over 6 years of experience in the finance industry.
Jeffrey Schiffman (CRD# 4278591) is an Investment Advisor Representative working at Lpl Financial LLC in Arden, NC and has over 23 years of experience in the finance industry. Jeffrey Schiffman 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.
Christy Sutton (CRD# 4804217) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 19 years of experience in the finance industry.
Kathy York (CRD# 5995647) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 12 years of experience in the finance industry.
Jake Giles (CRD# 7119322) is an Investment Advisor Representative working at Prosperity Capital Advisors in Arden, NC and has over 2 years of experience in the finance industry.
Abraham Johnson (CRD# 7395503) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Arden, NC and has over 3 years of experience in the finance industry.
Ken Adams (CRD# 4333814) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 23 years of experience in the finance industry.
Frankie Adkins (CRD# 7008925) is an Investment Advisor Representative working at Edward Jones in Asheville, NC and has over 5 years of experience in the finance industry.