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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
Michele McDuffie (CRD# 3231749) is an Investment Advisor Representative working at Lpl Financial LLC in Kings Mountain, NC and has over 24 years of experience in the finance industry.
Thomas McNichol (CRD# 2080083) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelby, NC and has over 33 years of experience in the finance industry.
Keith Miller (CRD# 2081359) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Kings Mountain, NC and has over 33 years of experience in the finance industry.
William Mode (CRD# 4913676) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has over 19 years of experience in the finance industry.
Randy Morris (CRD# 2876525) is an Investment Advisor Representative working at Prudential Financial Planning Services in Belmont, NC and has over 27 years of experience in the finance industry.
Barbara Mull (CRD# 2108055) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boiling Springs, NC and has over 22 years of experience in the finance industry.
Trudy Mullins (CRD# 2185981) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Denver, NC and has over 25 years of experience in the finance industry.
Ryan Mumy (CRD# 4673615) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Hickory, NC and has over 20 years of experience in the finance industry. Ryan Mumy 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.
John Nelson (CRD# 1667811) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 29 years of experience in the finance industry.
Peter Nelson (CRD# 5291361) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 16 years of experience in the finance industry.