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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
Joshua Roberson (CRD# 6520290) is an Investment Advisor Representative working at Edward Jones in Denver, NC and has over 7 years of experience in the finance industry.
Carl Rodgers (CRD# 2182795) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Denver, NC and has over 32 years of experience in the finance industry. Carl Rodgers 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.
James Scott (CRD# 417036) is an Investment Advisor Representative working at Eagle Wealth Management, LLC in Denver, NC and has over 43 years of experience in the finance industry.
Zachary Tussel (CRD# 6358151) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Denver, NC and has over 6 years of experience in the finance industry.
John Zarinsky (CRD# 6194674) is an Investment Advisor Representative working at Safebridge LLC in Denver, NC and has over 10 years of experience in the finance industry. John Zarinsky 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.
Kerr-ann Dempster (CRD# 7184829) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Denver, NC and has over 4 years of experience in the finance industry.
Richard Lyon (CRD# 5773884) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Denver, NC and has over 13 years of experience in the finance industry.
Robert Suddreth (CRD# 7289133) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Denver, NC and has over 3 years of experience in the finance industry.
Caleb Wyckoff (CRD# 7692973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, NC and has 1 year of experience in the finance industry.
Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 23 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
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....