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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
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.
William Dewandeler (CRD# 5203307) is an Investment Advisor Representative working at Edward Jones in Franklin, NC and has over 17 years of experience in the finance industry. William Dewandeler 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.
Carl Edwards (CRD# 5550414) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, NC and has over 15 years of experience in the finance industry.
Sonda Frattini (CRD# 4637475) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Tuckasegee, NC and has over 20 years of experience in the finance industry.
Lincoln Geltz (CRD# 1528460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Salem, SC and has over 37 years of experience in the finance industry.
Greg Ghodsi (CRD# 1523292) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sylva, NC and has over 33 years of experience in the finance industry.
David Grant (CRD# 3188155) is an Investment Advisor Representative working at Edward Jones in Pickens, SC and has over 25 years of experience in the finance industry.
Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 24 years of experience in the finance industry. Jon Green 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.
Brandon Harbrecht (CRD# 6834417) is an Investment Advisor Representative working at Edward Jones in Liberty, SC and has over 6 years of experience in the finance industry.
Bill Harwood, Cfp (CRD# 3171926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salem, SC and has over 25 years of experience in the finance industry.