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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
William King (CRD# 3124587) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Concord, NC and has over 25 years of experience in the finance industry. William King 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.
Bradley Konawalik (CRD# 4533441) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Concord, NC and has over 21 years of experience in the finance industry.
Keith Laibson (CRD# 2653793) is an Investment Advisor Representative working at Matson Money, Inc. in Concord, NC and has over 26 years of experience in the finance industry.
Jeffrey McCue (CRD# 2365427) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Concord, NC and has over 30 years of experience in the finance industry.
Kenneth Miller (CRD# 1636304) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 37 years of experience in the finance industry.
Max Miller (CRD# 6586616) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 8 years of experience in the finance industry.
Philip Miller (CRD# 4789108) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 18 years of experience in the finance industry.
David Nifong (CRD# 4383633) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Concord, NC and has over 22 years of experience in the finance industry.
Kevin O'hare (CRD# 4179272) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord, NC and has over 23 years of experience in the finance industry.
Kathleen O'kane (CRD# 1369298) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 6 years of experience in the finance industry.