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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
Peter Hynes (CRD# 4282914) is an Investment Advisor Representative working at Verity Asset Management in Raleigh, NC and has over 23 years of experience in the finance industry.
David Isley (CRD# 4532244) is an Investment Advisor Representative working at Abound Investments in Fuquay Varina, NC and has over 21 years of experience in the finance industry.
Katherine Ives (CRD# 6058753) is an Investment Advisor Representative working at Lpl Financial LLC in Fayetteville, NC and has over 8 years of experience in the finance industry.
Mark Jenkins (CRD# 1570512) is an Investment Advisor Representative working at Edward Jones in Clinton, NC and has over 37 years of experience in the finance industry.
Wyatt Jenkins (CRD# 5514197) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 15 years of experience in the finance industry.
Fernando Jimenez (CRD# 2175003) is an Investment Advisor Representative working at Equitable Advisors, LLC in Raleigh, NC and has over 30 years of experience in the finance industry.
Katherine Johnson (CRD# 5688092) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has over 10 years of experience in the finance industry.
Kerry Johnson (CRD# 1227652) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Raleigh, NC and has over 40 years of experience in the finance industry.
Timothy Johnson (CRD# 1641252) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Fayetteville, NC and has over 37 years of experience in the finance industry.
Jonathan Jones (CRD# 5488053) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 16 years of experience in the finance industry. Jonathan Jones 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.