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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
Cristen Morgan (CRD# 3004091) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cornelius, NC and has over 22 years of experience in the finance industry.
Danna Nealon (CRD# 6655506) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cornelius, NC and has over 7 years of experience in the finance industry. Danna Nealon 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.
Gregory Padgitt (CRD# 4476044) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 16 years of experience in the finance industry. Gregory Padgitt 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.
Robert Pawlowski (CRD# 2776578) is an Investment Advisor Representative working at Morgan Stanley in Cornelius, NC and has over 27 years of experience in the finance industry.
Brice Payne (CRD# 5820578) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 13 years of experience in the finance industry.
John Philpott (CRD# 4758501) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 14 years of experience in the finance industry.
David Powell (CRD# 2510305) is an Investment Advisor Representative working at Powell Wealth in Cornelius, NC and has over 29 years of experience in the finance industry.
Heath Prior (CRD# 4700140) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cornelius, NC and has over 20 years of experience in the finance industry.
Kenneth Putnam (CRD# 5804010) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Cornelius, NC and has over 12 years of experience in the finance industry. Kenneth Putnam 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.
Rebekah Schemahorn (CRD# 3237268) is an Investment Advisor Representative working at Primerica Advisors in Cornelius, NC and has over 24 years of experience in the finance industry.