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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
Richard Sanford (CRD# 2957281) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has over 26 years of experience in the finance industry.
Mary Sargent (CRD# 5710395) is an Investment Advisor Representative working at Level Four Advisory Services in Wilson, NC and has over 14 years of experience in the finance industry.
Roscoe Speight (CRD# 2225927) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 32 years of experience in the finance industry.
Joycelyn Stokes (CRD# 6364007) is an Investment Advisor Representative working at Credit Union Investment Services in Rocky Mount, NC and has over 8 years of experience in the finance industry.
Wesley Strandberg (CRD# 6137492) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rocky Mount, NC and has over 11 years of experience in the finance industry. Wesley Strandberg 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 Strickland (CRD# 6556232) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 8 years of experience in the finance industry.
Shanna Strickland (CRD# 5302083) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rocky Mount, NC and has over 14 years of experience in the finance industry.
Jason Taylor (CRD# 2272876) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilson, NC and has over 22 years of experience in the finance industry.
James Tharin is an Investment Advisor Representative working at Emerald Asset Management, Inc in Rocky Mount, NC and has over 25 years of experience in the finance industry.
Emerald Asset Management, Inc. is a boutique Registered Investment Advisory Firm serving the investment and planning needs of Families, Individual Investors and Businesses. At Emerald Asset Management we consider it a privilege to continue our long-standing commtment to help our clients Protect and Grow their hard earned investment capital, and to help our clients enjoy the best qulity of life possible. We believe that...
Philip Thompson (CRD# 857444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 42 years of experience in the finance industry.