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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
Lawrence McManus (CRD# 4751988) is an Investment Advisor Representative working at Advisory Services Network in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Douglas McPherson (CRD# 4592301) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Brad McRae (CRD# 5835669) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 13 years of experience in the finance industry.
James Miller (CRD# 2859074) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 16 years of experience in the finance industry. James Miller 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.
Thomas Miller (CRD# 1800371) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapel Hill, NC and has over 35 years of experience in the finance industry.
Keith Minton (CRD# 6065529) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 11 years of experience in the finance industry.
Kevin Mishoe (CRD# 5437254) is an Investment Advisor Representative working at Absher Wealth Management, LLC in Chapel Hill, NC and has over 16 years of experience in the finance industry. Kevin Mishoe 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.
Haleh Moddasser (CRD# 6033749) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chapel Hill, NC and has over 11 years of experience in the finance industry.
Mark-vincent Morales (CRD# 4441033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chapel Hill, NC and has over 21 years of experience in the finance industry.
John Morgan (CRD# 2701262) is an Investment Advisor Representative working at Spectrum Advisers, LLC in Chapel Hill, NC and has over 27 years of experience in the finance industry.