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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
Philip Lahr (CRD# 5716783) is an Investment Advisor Representative working at Credit Union Investment Services in Asheboro, NC and has over 14 years of experience in the finance industry.
Jessica Lambert (CRD# 6868152) is an Investment Advisor Representative working at Edward Jones in Jamestown, NC and has over 6 years of experience in the finance industry.
Bruce Lau (CRD# 4689597) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, NC and has over 20 years of experience in the finance industry.
Brittaney Leigh (CRD# 6485235) is an Investment Advisor Representative working at Credit Union Investment Services in Archdale, NC and has over 8 years of experience in the finance industry.
Paul Lessard (CRD# 6182346) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 9 years of experience in the finance industry.
Rhonda Lester (CRD# 6018499) is an Investment Advisor Representative working at Lpl Financial LLC in Thomasville, NC and has over 12 years of experience in the finance industry.
Roger Mabe (CRD# 1957742) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Asheboro, NC and has over 20 years of experience in the finance industry.
Brian Maners (CRD# 6233294) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Salisbury, NC and has over 10 years of experience in the finance industry.
Robert Martini (CRD# 2167337) is an Investment Advisor Representative working at Brokers Financial in Lexington, NC and has over 32 years of experience in the finance industry. Robert Martini 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.
Martin Mc Farling (CRD# 4271041) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jamestown, NC and has over 23 years of experience in the finance industry.