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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
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.
Charlie Welborn (CRD# 4033352) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Sanford, NC and has over 22 years 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.
Michael Whitman (CRD# 5738461) is an Investment Advisor Representative working at Millennium Planning Group, LLC in Pittsboro, NC and has over 14 years of experience in the finance industry. Michael Whitman 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.
Heather Wicker (CRD# 4727903) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 15 years of experience in the finance industry.
Timothy Wilson (CRD# 5450697) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sanford, NC and has over 16 years of experience in the finance industry.
Zachary Womble (CRD# 7063669) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 5 years of experience in the finance industry.
Matthew Barham (CRD# 7676380) is an Investment Advisor Representative working at Credit Union Investment Services in Archdale, NC and has 1 year of experience in the finance industry.