-
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
Thomas Velevis (CRD# 2369373) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 30 years of experience in the finance industry. Thomas Velevis 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.
Charles Von Canon (CRD# 4601225) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry.
Robert Wagler (CRD# 5619708) is an Investment Advisor Representative working at Reliant Investment Partners, LLC in Pinehurst, NC and has over 15 years of experience in the finance industry.
Thomas Walters (CRD# 2668984) is an Investment Advisor Representative working at Level Four Advisory Services in Pinehurst, NC and has over 28 years of experience in the finance industry.
Brett Webb (CRD# 6218359) is an Investment Advisor Representative working at Lpl Financial LLC in Ellerbe, NC and has over 10 years of experience in the finance industry.
Milton West (CRD# 4486471) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry. Milton West 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.
Michael White (CRD# 6488455) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 8 years of experience in the finance industry. Michael White 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.
Teresa White (CRD# 2203549) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 25 years of experience in the finance industry.
Heather Wicker (CRD# 4727903) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 15 years of experience in the finance industry.
Timothy Wilson (CRD# 5450697) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sanford, NC and has over 16 years of experience in the finance industry.