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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
Kyle Marks (CRD# 5896482) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.
Melanie Marlow-Scheffler (CRD# 4207204) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has over 23 years of experience in the finance industry.
Zachary Marsh (CRD# 6489445) is an Investment Advisor Representative working at Facet in Clayton, NC and has over 7 years of experience in the finance industry. Zachary Marsh 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.
Christopher Maxwell (CRD# 2573938) is an Investment Advisor Representative working at Lpl Financial LLC in Raleigh, NC and has over 29 years of experience in the finance industry.
Douglas McClelland (CRD# 5723833) is an Investment Advisor Representative working at Pgim Investments LLC in Holly Springs, NC and has over 13 years of experience in the finance industry.
Mark McCormick (CRD# 6264414) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
Stephen McDavid (CRD# 2784982) is an Investment Advisor Representative working at Edward Jones in Fayetteville, NC and has over 27 years of experience in the finance industry.
James McLean (CRD# 857464) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 42 years of experience in the finance industry.
Rebecca McPhail (CRD# 2300808) is an Investment Advisor Representative working at Edward Jones in Fayetteville, NC and has over 31 years of experience in the finance industry.
James Melvin (CRD# 714749) is an Investment Advisor Representative working at Wells Fargo Advisors in Fayetteville, NC and has over 33 years of experience in the finance industry. James Melvin 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.