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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
Glenn Deal (CRD# 1978148) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Taylorsville, NC and has over 34 years of experience in the finance industry.
Janna Deegan (CRD# 6574277) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 8 years of experience in the finance industry.
Theodore Delisi (CRD# 1708361) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 36 years of experience in the finance industry.
Jody Delvechio (CRD# 4546236) is an Investment Advisor Representative working at Lpl Financial LLC in Hickory, NC and has over 21 years of experience in the finance industry.
Jim Denton is the founding and managing partner of DFS Advisors, LLC. Jim began his financial planning career in 1989 as an account executive for a major insurance company and its affiliated securities firm. He has been in private practice since 1992, and founded DFS Advisors in 1998. He joined LPL Financial in March, 2019, and is a registered principal and registered representative with that firm.
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the U.S. Army in various command and staff capacities. He is a graduate of the US Army...
Steven Denton (CRD# 4676046) is an Investment Advisor Representative working at Merit Financial Advisors in Davidson, NC and has over 20 years of experience in the finance industry. Steven Denton 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.
Maryann Diamond (CRD# 5753152) is an Investment Advisor Representative working at Thurston Springer Advisors in Valdese, NC and has over 14 years of experience in the finance industry. Maryann Diamond 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.
Thomas Dicristofaro (CRD# 2250651) is an Investment Advisor Representative working at Edelman Financial Engines in Mooresville, NC and has over 31 years of experience in the finance industry.
Jerett Dimarzio (CRD# 6340655) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 9 years of experience in the finance industry. Jerett Dimarzio 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.
William Dixon (CRD# 2203822) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 32 years of experience in the finance industry.