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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
David Schiff (CRD# 4465881) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 22 years of experience in the finance industry. David Schiff 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.
Gail Scurry (CRD# 2319542) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 12 years of experience in the finance industry.
Phillip Sherrill (CRD# 1160379) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cornelius, NC and has over 39 years of experience in the finance industry.
Renee Simpson (CRD# 5954624) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Cornelius, NC and has over 11 years of experience in the finance industry.
Brooks Stahlnecker (CRD# 2836670) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 27 years of experience in the finance industry.
Mark Szeghy (CRD# 4142768) is an Investment Advisor Representative working at Primerica Advisors in Cornelius, NC and has over 24 years of experience in the finance industry.
Michael Thomas (CRD# 2103180) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cornelius, NC and has over 33 years of experience in the finance industry.
Charles Thompson (CRD# 2439774) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 29 years of experience in the finance industry.
David Tillou (CRD# 1463456) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 38 years of experience in the finance industry.
Daniel Tobias (CRD# 6365351) is an Investment Advisor Representative working at Passport Wealth Management in Cornelius, NC and has 1 year of experience in the finance industry. Daniel Tobias 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.