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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
Ellen Long (CRD# 6319305) is an Investment Advisor Representative working at Long Family Office in Wilmington, NC and has over 10 years of experience in the finance industry.
Wade Long (CRD# 4423863) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 22 years of experience in the finance industry.
Robert Loweth (CRD# 2091123) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 33 years of experience in the finance industry. Robert Loweth 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.
Kelly Luckhaus (CRD# 4657880) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 21 years of experience in the finance industry. Kelly Luckhaus 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.
Jessica Mairs (CRD# 4927701) is an Investment Advisor Representative working at Wells Fargo Advisors in Wilmington, NC and has over 18 years of experience in the finance industry. Jessica Mairs 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.
Diane Mannino (CRD# 4471463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 20 years of experience in the finance industry.
Ross Marino (CRD# 1881080) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 35 years of experience in the finance industry. Ross Marino 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.
Haylea Martin (CRD# 6151794) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 11 years of experience in the finance industry.
Kevin May (CRD# 6317586) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 9 years of experience in the finance industry.
William Mc Keithan (CRD# 2862075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Southport, NC and has over 27 years of experience in the finance industry. William Mc Keithan 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.