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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
Erica Deaton (CRD# 5317745) is an Investment Advisor Representative working at Credit Union Investment Services in Burnsville, NC and has over 10 years of experience in the finance industry. Erica Deaton 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.
William Moses (CRD# 2858485) is an Investment Advisor Representative working at Lpl Financial LLC in Burnsville, NC and has over 11 years of experience in the finance industry.
Jeffrey Muri (CRD# 5477414) is an Investment Advisor Representative working at Lpl Financial LLC in Burnsville, NC and has over 9 years of experience in the finance industry.
James Gentry (CRD# 6036784) is an Investment Advisor Representative working at Edward Jones in Burnsville, NC and has over 5 years of experience in the finance industry.
Jamie Gosnell (CRD# 6244291) is an Investment Advisor Representative working at Credit Union Investment Services in Burnsville, NC and has over 4 years of experience in the finance industry.
Robert Baschnagel (CRD# 5431998) is an Investment Advisor Representative working at McGrath & Associates, Inc. dba Holcombe & Mcgrath in Asheville, NC and has 9 years of experience in the finance industry. Robert Baschnagel 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...
David Hunter (CRD# 4870351) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 15 years of experience in the finance industry. David Hunter 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.
Susan McGrath (CRD# 4486875) is an Investment Advisor Representative working at McGrath & Associates, Inc. dba Holcombe & McGrath in Asheville, NC and has over 17 years of experience in the finance industry. Susan McGrath 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...
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....
Jacquelyn Friedrich (CRD# 4534494) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has over 10 years of experience in the finance industry. Jacquelyn Friedrich 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.