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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
Benjamin Lewis (CRD# 6925458) is an Investment Advisor Representative working at Edward Jones in Walhalla, SC and has over 5 years of experience in the finance industry.
Robert Loafman (CRD# 5639923) is an Investment Advisor Representative working at Edward Jones in Bryson City, NC and has over 15 years of experience in the finance industry.
Donald McClellan (CRD# 4086700) is an Investment Advisor Representative working at Covenant Investment Solutions LLC in Highlands, NC and has over 24 years of experience in the finance industry.
David Preston (CRD# 4500742) is an Investment Advisor Representative working at Edward Jones in Sylva, NC and has over 22 years of experience in the finance industry.
Nikolaos Rantzos (CRD# 4784243) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Pisgah Forest, NC and has over 19 years of experience in the finance industry.
William Roland (CRD# 2195915) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, NC and has over 32 years of experience in the finance industry.
Jeffrey Schnee (CRD# 1176174) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glenville, NC and has over 40 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry. Dean St. Marie 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.
Joshua Tilley (CRD# 5165294) is an Investment Advisor Representative working at Edward Jones in Brevard, NC and has over 16 years of experience in the finance industry.