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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
Edmund O'keeffe (CRD# 7219058) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clemmons, NC and has over 3 years of experience in the finance industry.
Allen Ray (CRD# 1904019) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Clemmons, NC and has over 35 years of experience in the finance industry.
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.
Paul Adkins (CRD# 6683568) is an Investment Advisor Representative working at Principal Securities, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
Beth Agnello (CRD# 1868078) is an Investment Advisor Representative working at Cgn Advisors, LLC in Lexington, NC and has over 5 years of experience in the finance industry.
Robert Aiken (CRD# 2237594) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 31 years of experience in the finance industry.
Lisa Aldridge (CRD# 5895360) is an Investment Advisor Representative working at Prudential Financial Planning Services in High Point, NC and has over 12 years of experience in the finance industry.
Neil Allerton (CRD# 6219948) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 10 years of experience in the finance industry.
William Amburn (CRD# 4580843) is an Investment Advisor Representative working at Cannon Wealth Management Services in King, NC and has over 13 years of experience in the finance industry.
Spencer Angell (CRD# 2957476) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Winston Salem, NC and has over 26 years of experience in the finance industry. Spencer Angell 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.