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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
John Graves (CRD# 1427158) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Southport, NC and has over 29 years of experience in the finance industry.
Richard Greulich (CRD# 1087963) is an Investment Advisor Representative working at Reg Capital Advisors in Southport, NC and has over 38 years of experience in the finance industry.
Jonathan Grocott (CRD# 6096260) is an Investment Advisor Representative working at Lpl Financial LLC in Southport, NC and has over 11 years of experience in the finance industry.
Garrett Haney (CRD# 6351114) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 9 years of experience in the finance industry.
Reid Harris (CRD# 7008852) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 5 years of experience in the finance industry.
Jeremy Jones (CRD# 4276180) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southport, NC and has over 23 years of experience in the finance industry. Jeremy 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.
Jonathan Kacmarcik (CRD# 6213000) is an Investment Advisor Representative working at Three Magnolias Financial Advisors in Wrightsville Beach, NC and has over 9 years of experience in the finance industry.
Nicholas Kaplenski (CRD# 5922845) is an Investment Advisor Representative working at Edward Jones in Southport, NC and has over 12 years of experience in the finance industry.
Larry Keith (CRD# 5592738) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 15 years of experience in the finance industry.
Daniel Kotovsky (CRD# 1444946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southport, NC and has over 38 years of experience in the finance industry. Daniel Kotovsky 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.