-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Robert Koppenhofer (CRD# 6138247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 11 years of experience in the finance industry.
Shawn Lee (CRD# 5892651) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 13 years of experience in the finance industry.
Bonnie Leung (CRD# 1848184) is an Investment Advisor Representative working at Advice And Planning Services in Cornelius, NC and has over 22 years of experience in the finance industry.
Jason List (CRD# 5209188) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 17 years of experience in the finance industry. Jason List 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.
Douglas Marion (CRD# 5766253) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 8 years of experience in the finance industry.
George Martin (CRD# 2940200) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 26 years of experience in the finance industry.
Benjamin Maslyn (CRD# 6667303) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 7 years of experience in the finance industry. Benjamin Maslyn 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.
Kyle Mayo (CRD# 5500232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 15 years of experience in the finance industry. Kyle Mayo 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.
Franklin McElroy (CRD# 2237589) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cornelius, NC and has over 31 years of experience in the finance industry.
John Misle (CRD# 1194770) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cornelius, NC and has over 40 years of experience in the finance industry.