-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Scott (CRD# 5380267) is an Investment Advisor Representative working at Advice And Planning Services in Belmont, NC and has over 14 years of experience in the finance industry.
Stephen Van Der Meid (CRD# 4816885) is an Investment Advisor Representative working at Rhino Wealth Management in Belmont, NC and has over 19 years of experience in the finance industry. Stephen Van Der Meid 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.
Eric Williford (CRD# 2268189) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Belmont, NC and has over 31 years of experience in the finance industry.
Philip Champion (CRD# 6040624) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belmont, NC and has over 11 years of experience in the finance industry.
Chandler Hahn (CRD# 6263264) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belmont, NC and has over 10 years of experience in the finance industry.
Anna Houser (CRD# 6598031) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Belmont, NC and has over 3 years of experience in the finance industry.
Andrew Paolini (CRD# 6058133) is an Investment Advisor Representative working at Principal Advised Services in Belmont, NC and has over 11 years of experience in the finance industry.
John Powell (CRD# 5144492) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belmont, NC and has 1 year of experience in the finance industry.
Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk...