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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
Mark Stevens (CRD# 1702968) is an Investment Advisor Representative working at Lpl Financial LLC in Vass, NC and has over 36 years of experience in the finance industry.
Blake Stewart (CRD# 6756569) is an Investment Advisor Representative working at Edward Jones in Pittsboro, NC and has over 7 years of experience in the finance industry.
Brett Thomas (CRD# 3173739) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has over 25 years of experience in the finance industry.
Joseph Thomas (CRD# 1040149) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has over 42 years of experience in the finance industry.
Charles Usborne (CRD# 451949) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greensboro, NC and has over 41 years of experience in the finance industry.
Chadwick Virgil (CRD# 4434664) is an Investment Advisor Representative working at Edward Jones in Pittsboro, NC and has over 22 years of experience in the finance industry. Chadwick Virgil 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.
Charles Von Canon (CRD# 4601225) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry.
Jonathon Wells (CRD# 5971711) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 11 years of experience in the finance industry.
Milton West (CRD# 4486471) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry. Milton West 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.
Crystal White (CRD# 4722672) is an Investment Advisor Representative working at Credit Union Investment Services in Carthage, NC and has over 20 years of experience in the finance industry.