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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
Stephen Carscadden (CRD# 1141236) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Syracuse, NY and has over 40 years of experience in the finance industry.
Jon Cassada (CRD# 5382247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, VA and has over 16 years of experience in the finance industry.
Marc Cobb (CRD# 2401340) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 30 years of experience in the finance industry.
Steven Dennis (CRD# 6368358) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Reidsville, NC and has over 9 years of experience in the finance industry.
Garrett Doninger (CRD# 2487009) is an Investment Advisor Representative working at Creative Asset Management in Penhook, VA and has over 14 years of experience in the finance industry.
Christopher Eastwood (CRD# 3273794) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 24 years of experience in the finance industry.
Matthew Erikson (CRD# 2489724) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 29 years of experience in the finance industry. Matthew Erikson 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.
Lori Frise (CRD# 5273909) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Martinsville, VA and has over 17 years of experience in the finance industry.
Michael Gourley (CRD# 5699208) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 14 years of experience in the finance industry.
Kathy Hale (CRD# 4252735) is an Investment Advisor Representative working at Edward Jones in Eden, NC and has over 23 years of experience in the finance industry.