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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
Jason Lail (CRD# 4074715) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 24 years of experience in the finance industry.
James Lalor (CRD# 6042766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, NC and has over 11 years of experience in the finance industry.
Adam Larsen (CRD# 6971524) is an Investment Advisor Representative working at Edward Jones in Shelby, NC and has over 5 years of experience in the finance industry.
Christopher Leazer (CRD# 2670649) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 28 years of experience in the finance industry. Christopher Leazer 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.
Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Leonard Wealth Management, LLC in Lincolnton, NC and has over 40 years of experience in the finance industry.
Elizabeth Leventis (CRD# 6222483) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 10 years of experience in the finance industry.
Derek Lewis (CRD# 5701113) is an Investment Advisor Representative working at Catawba River Capital in Lake Wylie, SC and has over 12 years of experience in the finance industry. Derek Lewis 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.
Ashlie Link (CRD# 6639133) is an Investment Advisor Representative working at Credit Union Investment Services in Lincolnton, NC and has over 7 years of experience in the finance industry.
Michael Loeb (CRD# 6547493) is an Investment Advisor Representative working at Argosy Investors in Hickory, NC and has over 8 years of experience in the finance industry.
James Love (CRD# 4669176) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 21 years of experience in the finance industry.