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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
Nicholas O'kelly (CRD# 7730034) is an Investment Advisor Representative working at Cadence Wealth Partners, LLC in Concord, NC and has 1 year of experience in the finance industry. Nicholas O'kelly 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.
Edwin Porter (CRD# 7358687) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 2 years of experience in the finance industry.
Jonathan Rhoney (CRD# 2848867) is an Investment Advisor Representative working at Mill Capital Management, LLC in Concord, NC and has over 27 years of experience in the finance industry. Jonathan Rhoney 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.
Adam Sailers (CRD# 7265148) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord, NC and has over 3 years of experience in the finance industry.
Brian Seay (CRD# 2207675) is an Investment Advisor Representative working at Mill Capital Management, LLC in Concord, NC and has over 32 years of experience in the finance industry.
Alexis Sims (CRD# 7204619) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Concord, NC and has over 4 years of experience in the finance industry.
Michael Specht (CRD# 5238352) is an Investment Advisor Representative working at Advice And Planning Services in Concord, NC and has over 17 years of experience in the finance industry.
Kymona Thomas (CRD# 6285989) is an Investment Advisor Representative working at Creative Planning in Concord, NC and has over 10 years of experience in the finance industry.
Mark Thomas (CRD# 6102854) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, NC and has over 11 years of experience in the finance industry.
Sean Williams (CRD# 6317830) is an Investment Advisor Representative working at Cadence Wealth Partners, LLC in Concord, NC and has over 9 years of experience in the finance industry. Sean Williams 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.