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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
Tracy Monk (CRD# 2348100) is an Investment Advisor Representative working at Primerica Advisors in Cove City, NC and has over 30 years of experience in the finance industry.
Roland Andrews (CRD# 4216809) is an Investment Advisor Representative working at Edward Jones in Snow Hill, NC and has over 23 years of experience in the finance industry.
Michael Bass (CRD# 2515067) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 29 years of experience in the finance industry.
Charles Benson (CRD# 5083705) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Bern, NC and has over 18 years of experience in the finance industry. Charles Benson 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.
David Blain (CRD# 3174553) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 24 years of experience in the finance industry.
Christie Bonacci (CRD# 6795263) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 3 years of experience in the finance industry.
Georgiana Bowman (CRD# 4793904) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 7 years of experience in the finance industry.
Jordan Cantrell (CRD# 6253130) is an Investment Advisor Representative working at Edward Jones in Washington, NC and has over 10 years of experience in the finance industry.
Rodney Cantrell (CRD# 1303831) is an Investment Advisor Representative working at Edward Jones in Washington, NC and has over 39 years of experience in the finance industry. Rodney Cantrell 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.
Joanna Carr (CRD# 5792858) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 13 years of experience in the finance industry.