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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 Curtis (CRD# 6829440) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 6 years of experience in the finance industry.
John-mark Dalton (CRD# 5671830) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Asheville, NC and has over 13 years of experience in the finance industry.
Albert Davis (CRD# 4923202) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Asheville, NC and has over 19 years of experience in the finance industry. Albert Davis 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.
Christy Davis (CRD# 6059061) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 8 years of experience in the finance industry.
Sarah Dergarabedian (CRD# 4764331) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 19 years of experience in the finance industry.
Traci Diblasio (CRD# 4341009) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Weaverville, NC and has over 22 years of experience in the finance industry. Traci Diblasio 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.
Jon Dobson (CRD# 5639917) is an Investment Advisor Representative working at Lpl Financial LLC in Asheville, NC and has over 15 years of experience in the finance industry.
Mariah Dockery (CRD# 6251924) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 10 years of experience in the finance industry.
Matthew Donohue (CRD# 6602240) is an Investment Advisor Representative working at Colton Groome Financial Advisors, LLC in Asheville, NC and has over 8 years of experience in the finance industry. Matthew Donohue 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.
Robert Dotson (CRD# 2508516) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hendersonville, NC and has over 29 years of experience in the finance industry.