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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
Sean Travis (CRD# 6816051) is an Investment Advisor Representative working at Edward Jones in Cornelius, NC and has over 6 years of experience in the finance industry.
Sandra Vizner (CRD# 2673252) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cornelius, NC and has over 28 years of experience in the finance industry.
Brian Williams (CRD# 5916723) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 13 years of experience in the finance industry.
Dean Williamson (CRD# 2131241) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 32 years of experience in the finance industry. Dean Williamson 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.
Larkin Wobbe (CRD# 6066523) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 10 years of experience in the finance industry. Larkin Wobbe 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.
Norris Woody (CRD# 2859184) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cornelius, NC and has over 27 years of experience in the finance industry.
Richard Younts (CRD# 2399521) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 27 years of experience in the finance industry.
Christopher Zaccarelli (CRD# 4949009) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Cornelius, NC and has over 18 years of experience in the finance industry.
Brittany Baker (CRD# 7669295) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has 1 year of experience in the finance industry.
Andrew Ball (CRD# 7475838) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 2 years of experience in the finance industry.