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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
Lisa Clark (CRD# 1248913) is an Investment Advisor Representative working at Edward Jones in Washington, NC and has over 24 years of experience in the finance industry.
Mark Conard (CRD# 5763848) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Bern, NC and has over 13 years of experience in the finance industry. Mark Conard 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.
Curtis Cone (CRD# 1684250) is an Investment Advisor Representative working at Cone Advisory Group, Inc. in Ayden, NC and has over 36 years of experience in the finance industry.
Mark Conway (CRD# 2224993) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kinston, NC and has over 31 years of experience in the finance industry.
Mark Conway (CRD# 52842) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kinston, NC and has over 26 years of experience in the finance industry. Mark Conway 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.
Hillary Cross (CRD# 5458636) is an Investment Advisor Representative working at Cooper Mcmanus in New Bern, NC and has over 14 years of experience in the finance industry.
Jeffrey Davis (CRD# 1128120) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 40 years of experience in the finance industry. Jeffrey Davis 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.
Mackenzie Devane (CRD# 5218968) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 5 years of experience in the finance industry.
James Earle (CRD# 6246218) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in New Bern, NC and has over 10 years of experience in the finance industry.
Paul Eyre (CRD# 2883967) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 26 years of experience in the finance industry.