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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
Henry Moore (CRD# 4171580) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Martinsville, VA and has over 23 years of experience in the finance industry.
Autumn Morris (CRD# 6989608) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 5 years of experience in the finance industry.
Jennifer Nease (CRD# 2554423) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Martinsville, VA and has over 29 years of experience in the finance industry.
William Nease (CRD# 345470) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Martinsville, VA and has over 36 years of experience in the finance industry.
Samuel Phillips (CRD# 6752403) is an Investment Advisor Representative working at Edward Jones in Eden, NC and has over 6 years of experience in the finance industry.
Jesse Seegmiller (CRD# 2691766) is an Investment Advisor Representative working at Novation Investment Management in Wirtz, VA and has over 28 years of experience in the finance industry.
Catherine Smith (CRD# 2954718) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, NC and has over 26 years of experience in the finance industry.
Justin Smith (CRD# 5160019) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, NC and has over 13 years of experience in the finance industry.
Rebecca Stone (CRD# 4746791) is an Investment Advisor Representative working at Lpl Financial LLC in Martinsville, VA and has over 6 years of experience in the finance industry.
Thad Tucker (CRD# 2876072) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Madison, NC and has over 26 years of experience in the finance industry. Thad Tucker 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.