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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
Curtis Cone (CRD# 1684250) is an Investment Advisor Representative working at Cone Advisory Group, Inc. in Ayden, NC and has over 36 years of experience in the finance industry.
John Matta (CRD# 5527653) is an Investment Advisor Representative working at Edward Jones in Ayden, NC and has over 15 years of experience in the finance industry.
George Pate (CRD# 1305723) is an Investment Advisor Representative working at Symmetry Partners in Ayden, NC and has over 39 years of experience in the finance industry. George Pate 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.
George Pate Iii (CRD# 7164939) is an Investment Advisor Representative working at The Journeys Group, Inc. in Ayden, NC and has over 4 years of experience in the finance industry. George Pate Iii 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.
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...
Roland Andrews (CRD# 4216809) is an Investment Advisor Representative working at Edward Jones in Snow Hill, NC and has over 23 years of experience in the finance industry.
James Bengala (CRD# 1106654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, NC and has over 41 years of experience in the finance industry. James Bengala 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.
Brandon Biggs (CRD# 6929817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, NC and has over 5 years of experience in the finance industry.
Jonathan Blackwell (CRD# 5023105) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 18 years of experience in the finance industry. Jonathan Blackwell 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.
Carl Blackwood (CRD# 22742) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 39 years of experience in the finance industry.