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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
Kayley Neri (CRD# 6762443) is an Investment Advisor Representative working at First Command Advisory Services in Havelock, NC and has over 6 years of experience in the finance industry.
Carlo Oldani (CRD# 2304184) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morehead City, NC and has over 30 years of experience in the finance industry.
Michael Orr (CRD# 2030648) is an Investment Advisor Representative working at Edward Jones in Beaufort, NC and has over 34 years of experience in the finance industry.
Greg Patterson (CRD# 4409270) is an Investment Advisor Representative working at Commonwealth Financial Network in Morehead City, NC and has over 22 years of experience in the finance industry.
Richard Pugh (CRD# 2317745) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Jacksonville, NC and has over 31 years of experience in the finance industry. Richard Pugh 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.
Browning Sanderson (CRD# 6199384) is an Investment Advisor Representative working at Edward Jones in Newport, NC and has over 10 years of experience in the finance industry.
Lori Silverthorn (CRD# 5316961) is an Investment Advisor Representative working at Credit Union Investment Services in Morehead City, NC and has over 17 years of experience in the finance industry. Lori Silverthorn 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.
Casey Simpson (CRD# 6840063) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 6 years of experience in the finance industry.
Randall Simpson (CRD# 4245943) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Swansboro, NC and has over 23 years of experience in the finance industry.
Michael Skibbe (CRD# 4284767) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Jacksonville, NC and has over 23 years of experience in the finance industry.