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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
Nicholas Aldridge (CRD# 5864228) is an Investment Advisor Representative working at Credit Union Investment Services in Black Mountain, NC and has over 13 years of experience in the finance industry.
James Guffey (CRD# 6103341) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 11 years of experience in the finance industry.
Scott Roy (CRD# 2426199) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 30 years of experience in the finance industry.
Charles Smith (CRD# 4188568) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Black Mountain, NC and has over 19 years of experience in the finance industry.
Michael Collie (CRD# 4306671) is the owner of Collie Financial Planning, Inc., which has offices in Asheville and Black Mountain, NC. He has over 15 years of experience in the finance industry. Mike 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Averyl Basolo (CRD# 7099649) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 4 years of experience in the finance industry.
Sara Kaldahl (CRD# 7766737) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has 1 year of experience in the finance industry.
Warren Overman (CRD# 7653361) is an Investment Advisor Representative working at Springboard Financial Services in Black Mountain, NC and has 1 year of experience in the finance industry.
Ken Adams (CRD# 4333814) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 23 years of experience in the finance industry.
Frankie Adkins (CRD# 7008925) is an Investment Advisor Representative working at Edward Jones in Asheville, NC and has over 5 years of experience in the finance industry.