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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
Matt Stephens is a Certified Financial Planner (CFP®) professional in Wilmington, NC and has over 10 years of experience in the finance industry. CFP professionals must pass the comprehensive CFP Certification Examination, agree to abide by the CFP Board's Code of Ethics, and comply with the Financial Planning Practice Standards.
Taft Stephenson (CRD# 2649314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 28 years of experience in the finance industry.
Jeffrey Stevens (CRD# 4500778) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 22 years of experience in the finance industry.
Dennis Stokley (CRD# 2706064) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 28 years of experience in the finance industry.
Jonathan Swart (CRD# 5210751) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry.
Jonathan Tait (CRD# 4208666) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Leland, NC and has over 22 years of experience in the finance industry. Jonathan Tait 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.
Aaron Talley (CRD# 4752158) is an Investment Advisor Representative working at Wells Fargo Advisors in Leland, NC and has over 20 years of experience in the finance industry.
Michael Taylor (CRD# 6849295) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 6 years of experience in the finance industry.
David Tepper (CRD# 6797902) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 6 years of experience in the finance industry.
Christopher Thomas (CRD# 5715211) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilmington, NC and has over 10 years of experience in the finance industry.