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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
Lisa Little (CRD# 5142527) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 16 years of experience in the finance industry.
William Mc Keithan (CRD# 2862075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Southport, NC and has over 26 years of experience in the finance industry. William Mc Keithan 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.
Wanda McGowan (CRD# 5247833) is an Investment Advisor Representative working at Lpl Financial LLC in Southport, NC and has over 16 years of experience in the finance industry.
Gary McLamb (CRD# 2542795) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 29 years of experience in the finance industry. Gary McLamb 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.
William Milligan (CRD# 4484027) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Shallotte, NC and has over 24 years of experience in the finance industry.
Elliott Moskowitz (CRD# 1140190) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 40 years of experience in the finance industry.
Beth Nelson (CRD# 3184581) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oak Island, NC and has over 25 years of experience in the finance industry. Beth Nelson 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.
Tucker Polston (CRD# 6084531) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 11 years of experience in the finance industry. Tucker Polston 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.
Emily Poole (CRD# 5966684) is an Investment Advisor Representative working at Credit Union Investment Services in Southport, NC and has over 12 years of experience in the finance industry.
Evan Potts (CRD# 6598413) is an Investment Advisor Representative working at Edward Jones in Ocean Isle Beach, NC and has over 8 years of experience in the finance industry.