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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
Stephen Price (CRD# 5272601) is an Investment Advisor Representative working at Edward Jones in Shelby, NC and has over 17 years of experience in the finance industry.
Christopher Pridnia (CRD# 1856035) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 35 years of experience in the finance industry. Christopher Pridnia 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.
Frances Pumphrey (CRD# 5070180) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lincolnton, NC and has over 16 years of experience in the finance industry.
Bruce Putnam (CRD# 4772953) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 19 years of experience in the finance industry.
Adam Queler (CRD# 5125002) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gastonia, NC and has over 18 years of experience in the finance industry. Adam Queler 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.
Andrew Rader (CRD# 6110495) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Hickory, NC and has over 11 years of experience in the finance industry. Andrew Rader 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.
Robin Radovich (CRD# 4602045) is an Investment Advisor Representative working at United Brokerage Services Inc. in Lincolnton, NC and has over 21 years of experience in the finance industry.
Jesse Rankins (CRD# 1769186) is an Investment Advisor Representative working at Osaic Fa, Inc. in Gastonia, NC and has over 35 years of experience in the finance industry.
David Raudman (CRD# 4324116) is an Investment Advisor Representative working at Independent Financial Partners in Denver, NC and has over 23 years of experience in the finance industry. David Raudman 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.
Richard Reber (CRD# 5506442) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 15 years of experience in the finance industry. Richard Reber 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.