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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
Tyler Curlee (CRD# 5218688) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 17 years of experience in the finance industry.
Mark Cutler (CRD# 5039896) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 18 years of experience in the finance industry.
David Damm (CRD# 3090486) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 7 years of experience in the finance industry.
Jeffrey Davis (CRD# 1128120) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 40 years of experience in the finance industry. Jeffrey Davis 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 Delia (CRD# 5265251) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, NC and has over 17 years of experience in the finance industry.
Mackenzie Devane (CRD# 5218968) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 5 years of experience in the finance industry.
Eric Dicken (CRD# 5194178) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 13 years of experience in the finance industry.
Timothy Emanuel (CRD# 4924753) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 18 years of experience in the finance industry.
Cameron Evans (CRD# 3216303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Greenville, NC and has over 24 years of experience in the finance industry.
Kathleen Focht (CRD# 4342252) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 22 years of experience in the finance industry.