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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
Christopher Johns (CRD# 6728986) is an Investment Advisor Representative working at Credit Union Investment Services in Thomasville, NC and has over 7 years of experience in the finance industry.
Matthew Johnson (CRD# 5484106) is an Investment Advisor Representative working at Defining Legacy Advisors in Greensboro, NC and has over 15 years of experience in the finance industry. Matthew Johnson 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.
Christopher Jones (CRD# 4339592) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 22 years of experience in the finance industry. Christopher Jones 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.
Ronald Kaper (CRD# 1813411) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Greensboro, NC and has over 25 years of experience in the finance industry.
Dillon Kazemi (CRD# 6370589) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 9 years of experience in the finance industry.
Emily Keagle (CRD# 4429868) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 22 years of experience in the finance industry.
Joshua Keagle (CRD# 5844366) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 12 years of experience in the finance industry.
Cynthia Kelley (CRD# 4475471) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in High Point, NC and has over 22 years of experience in the finance industry.
Angela Kenan (CRD# 2003299) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Greensboro, NC and has over 34 years of experience in the finance industry.
John Kenan (CRD# 1775228) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Greensboro, NC and has over 36 years of experience in the finance industry.