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Distance Only Clayton, NC
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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
Joanna Ransom (CRD# 6728164) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clayton, NC and has over 7 years of experience in the finance industry.
Jeffrey Thompson (CRD# 5163630) is an Investment Advisor Representative working at Advice And Planning Services in Clayton, NC and has over 17 years of experience in the finance industry.
Aurea Wangerien (CRD# 1506666) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, NC and has over 37 years of experience in the finance industry.
James Branan (CRD# 7432296) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has over 2 years of experience in the finance industry.
Matthew Brown (CRD# 7668121) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, NC and has 1 year of experience in the finance industry.
Ivan Ellis (CRD# 7347495) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has 1 year of experience in the finance industry.
Rodney Fauth (CRD# 7828909) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has 1 year of experience in the finance industry.
Zachary Harper (CRD# 7575881) is an Investment Advisor Representative working at Credit Union Investment Services in Clayton, NC and has 1 year of experience in the finance industry.
Derrick Lewis (CRD# 7497646) is an Investment Advisor Representative working at Lula Financial in Clayton, NC and has over 2 years of experience in the finance industry.
Austin Winstead (CRD# 7447275) is an Investment Advisor Representative working at Credit Union Investment Services in Clayton, NC and has over 2 years of experience in the finance industry.