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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
Jeffery Smith (CRD# 6586864) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troutman, NC and has over 8 years of experience in the finance industry. Jeffery Smith 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.
Jonathan Smith (CRD# 5796572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Jefferson, NC and has over 13 years of experience in the finance industry.
Robert Smith (CRD# 6600354) is an Investment Advisor Representative working at Thayer Financial, LLC in Hickory, NC and has over 8 years of experience in the finance industry. Robert Smith 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.
Brian Sohovich (CRD# 4299537) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 23 years of experience in the finance industry.
Martin Sohovich (CRD# 3166113) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 25 years of experience in the finance industry.
Paul Soper (CRD# 1767196) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 36 years of experience in the finance industry.
Kelsey Sowers (CRD# 7033291) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 5 years of experience in the finance industry.
David Sparks (CRD# 815013) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 38 years of experience in the finance industry.
Steven Sparks (CRD# 4252472) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 23 years of experience in the finance industry.
James Staples (CRD# 1093646) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 41 years of experience in the finance industry. James Staples 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.