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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
Stephen McCormack (CRD# 5060266) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 18 years of experience in the finance industry.
Evan McCormick (CRD# 6233081) is an Investment Advisor Representative working at Investors Mosaic in Durham, NC and has over 10 years of experience in the finance industry.
Sean McGill (CRD# 2325931) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 31 years of experience in the finance industry.
Raymond Menna (CRD# 1918097) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 34 years of experience in the finance industry. Raymond Menna 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.
Andrew Metz (CRD# 4979299) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 12 years of experience in the finance industry.
Joseph Miller (CRD# 2491476) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Durham, NC and has over 25 years of experience in the finance industry. Joseph Miller 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.
Gerald Monahan (CRD# 2955944) is an Investment Advisor Representative working at Avantax Advisory Services in Durham, NC and has over 26 years of experience in the finance industry.
Joseph Moore (CRD# 5535483) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 13 years of experience in the finance industry. Joseph Moore 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.
Thomas Mountain (CRD# 4268250) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 23 years of experience in the finance industry.
Ciaran Murphy (CRD# 4786348) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 20 years of experience in the finance industry.