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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
Joshua Sweeley (CRD# 6868029) is an Investment Advisor Representative working at Edward Jones in Winterville, NC and has over 6 years of experience in the finance industry.
Justin Tart (CRD# 4838177) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kinson, NC and has over 20 years of experience in the finance industry. Justin Tart 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.
James Taunton (CRD# 2111474) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 33 years of experience in the finance industry. James Taunton 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.
Jameson Taunton (CRD# 5897746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 9 years of experience in the finance industry.
Daniel Taylor (CRD# 6739316) is an Investment Advisor Representative working at Resurgent Advisors in Greenville, NC and has 1 year of experience in the finance industry. Daniel Taylor 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.
John Tulloss (CRD# 6819449) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 6 years of experience in the finance industry. John Tulloss 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.
Larry Tyndall (CRD# 4029316) is an Investment Advisor Representative working at Cps Investment Advisors in Winterville, NC and has over 23 years of experience in the finance industry.
Bruce Wackelin (CRD# 2118939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, NC and has over 33 years of experience in the finance industry.
Gregory Weigum (CRD# 1668203) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 36 years of experience in the finance industry.
Christopher Williams (CRD# 2955577) is an Investment Advisor Representative working at United Brokerage Services Inc. in Washington, NC and has over 26 years of experience in the finance industry.