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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
Joseph McLeod (CRD# 6405239) is an Investment Advisor Representative working at Raleigh Capital Management Inc. in Cary, NC and has over 9 years of experience in the finance industry.
Brad McRae (CRD# 5835669) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 13 years of experience in the finance industry.
Lauren Medlin (CRD# 5850698) is an Investment Advisor Representative working at Credit Union Investment Services in Cary, NC and has over 13 years of experience in the finance industry.
Sachin Menon (CRD# 4201954) is an Investment Advisor Representative working at Lpl Financial LLC in Cary, NC and has over 23 years of experience in the finance industry.
James Mertens (CRD# 3059385) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Cary, NC and has over 25 years of experience in the finance industry.
William Miller (CRD# 4547912) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cary, NC and has over 21 years of experience in the finance industry.
Jaime Molina (CRD# 7055286) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 5 years of experience in the finance industry.
Michael Molitoris (CRD# 4786924) is an Investment Advisor Representative working at The Pinnacle Financial Group in Cary, NC and has over 19 years of experience in the finance industry.
Robert Mouro (CRD# 4724611) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Cary, NC and has over 20 years of experience in the finance industry. Robert Mouro 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.
Christopher Murphy (CRD# 1373286) is an Investment Advisor Representative working at Commonwealth Financial Network in Cary, NC and has over 35 years of experience in the finance industry. Christopher Murphy 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.