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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
Stephen Lamb (CRD# 5938659) is an Investment Advisor Representative working at Horter Investment Management, LLC in Davidson, NC and has over 13 years of experience in the finance industry.
Laura Long (CRD# 5518900) is an Investment Advisor Representative working at Wells Fargo Advisors in Davidson, NC and has over 15 years of experience in the finance industry.
Steven Looser (CRD# 4551400) is an Investment Advisor Representative working at Lpl Financial LLC in Davidson, NC and has over 21 years of experience in the finance industry.
Christina McConnell (CRD# 2951468) is an Investment Advisor Representative working at Wells Fargo Advisors in Davidson, NC and has over 26 years of experience in the finance industry.
Daniel O'connell (CRD# 4596269) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Davidson, NC and has over 21 years of experience in the finance industry.
James Perryman (CRD# 1380475) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davidson, NC and has over 38 years of experience in the finance industry.
Kevin Phillips (CRD# 2111363) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davidson, NC and has over 33 years of experience in the finance industry. Kevin Phillips 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.
Donna Pleasant (CRD# 4927208) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 18 years of experience in the finance industry.
Stefanie Pruden (CRD# 4103426) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davidson, NC and has over 20 years of experience in the finance industry.
David Rainey (CRD# 4152553) is an Investment Advisor Representative working at Cornerstone Wealth in Davidson, NC and has over 9 years of experience in the finance industry.