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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
Zachary Cawthorn (CRD# 6309855) is an Investment Advisor Representative working at Edward Jones in Candler, NC and has over 8 years of experience in the finance industry.
Eric Collier (CRD# 5052172) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Candler, NC and has over 24 years of experience in the finance industry.
Peter Roe (CRD# 2255241) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Candler, NC and has over 31 years of experience in the finance industry.
Eric Purdy (CRD# 6900534) is an Investment Advisor Representative working at Lpl Financial LLC in Candler, NC and has over 4 years 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.
Lewis Akers (CRD# 2883544) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 26 years of experience in the finance industry. Lewis Akers 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.
Jorge Alban Palacios (CRD# 6042482) is an Investment Advisor Representative working at Advice And Planning Services in Maggie Valley, NC and has over 11 years of experience in the finance industry.
Matthew Aldrich (CRD# 6180133) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 10 years of experience in the finance industry.
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.