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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
Jennifer Morehead (CRD# 6405661) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 9 years of experience in the finance industry.
Mickey Morton (CRD# 3089359) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Thomasville, NC and has over 25 years of experience in the finance industry. Mickey Morton 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.
John Nee (CRD# 1060118) is an Investment Advisor Representative working at Equitable Advisors, LLC in Asheboro, NC and has over 36 years of experience in the finance industry.
Douglas Nixon (CRD# 5865757) is an Investment Advisor Representative working at Lincoln Investment in Albemarle, NC and has over 13 years of experience in the finance industry.
Jason Ortiz (CRD# 2909709) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheboro, NC and has over 26 years of experience in the finance industry.
Donald Osborne (CRD# 4492747) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 22 years of experience in the finance industry.
Daniel Owen (CRD# 4229802) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, NC and has over 23 years of experience in the finance industry.
Charles Parks (CRD# 1113737) is an Investment Advisor Representative working at C F Parks Inc. in Salisbury, NC and has over 41 years of experience in the finance industry.
Jolene Philpott (CRD# 2736501) is an Investment Advisor Representative working at Edward Jones in Salisbury, NC and has over 16 years of experience in the finance industry.
William Pickering (CRD# 5758950) is an Investment Advisor Representative working at Concourse Financial Group Advisors in High Point, NC and has over 13 years of experience in the finance industry.