-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jacquelyn Friedrich (CRD# 4534494) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 16 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.
Tanya Frisbee (CRD# 4790975) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheville, NC and has over 17 years of experience in the finance industry.
Stephen Fusco (CRD# 6721920) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 7 years of experience in the finance industry.
Robert Gardner (CRD# 1788067) is an Investment Advisor Representative working at Matson Money, Inc. in Asheville, NC and has over 36 years of experience in the finance industry. Robert Gardner 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.
Jessie Goodwin (CRD# 5854333) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 13 years of experience in the finance industry. Jessie Goodwin 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.
Ashley Gragtmans (CRD# 6250061) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 10 years of experience in the finance industry. Ashley Gragtmans 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.
Dana Graves (CRD# 2811852) is an Investment Advisor Representative working at Commonwealth Financial Network in Asheville, NC and has over 27 years of experience in the finance industry. Dana Graves 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.
Wesley Greene (CRD# 4860048) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Asheville, NC and has over 12 years of experience in the finance industry.
David Greiner (CRD# 4429391) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 22 years of experience in the finance industry.
Gregory Greiner (CRD# 5892003) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 12 years of experience in the finance industry.