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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
William Roland (CRD# 2195915) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, NC and has over 32 years of experience in the finance industry.
Jeffrey Schnee (CRD# 1176174) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glenville, NC and has over 40 years of experience in the finance industry.
Martin Sohovich (CRD# 5100367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waynesville, NC and has over 17 years of experience in the finance industry.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry. Dean St. Marie 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.
Joshua Tilley (CRD# 5165294) is an Investment Advisor Representative working at Edward Jones in Brevard, NC and has over 16 years of experience in the finance industry.
Milton Tynch (CRD# 2930761) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brevard, NC and has over 26 years of experience in the finance industry.
Jackey Webb (CRD# 5556114) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Waynesville, NC and has over 12 years of experience in the finance industry.
Theodore Whitlock (CRD# 7024019) is an Investment Advisor Representative working at Edward Jones in Brevard, NC and has over 5 years of experience in the finance industry.
Michael Wiercinski (CRD# 5442335) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Franklin, NC and has over 16 years of experience in the finance industry.
Cameron Bennett (CRD# 7291078) is an Investment Advisor Representative working at Eagle Strategies LLC in Waynesville, NC and has over 3 years of experience in the finance industry.