-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Robert Edmondson (CRD# 1175982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 19 years of experience in the finance industry.
Timothy Emanuel (CRD# 4924753) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 18 years of experience in the finance industry.
Cameron Evans (CRD# 3216303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.
Frank Fisher (CRD# 2331150) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Goldsboro, NC and has over 30 years of experience in the finance industry. Frank Fisher 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.
Kathleen Focht (CRD# 4342252) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 22 years of experience in the finance industry.
Charles Foss (CRD# 1126421) is an Investment Advisor Representative working at Gradient Investments, LLC in La Grange, NC and has over 30 years of experience in the finance industry.
Aaron Futral (CRD# 6621383) is an Investment Advisor Representative working at Credit Union Investment Services in Kinston, NC and has over 7 years of experience in the finance industry.
Liam Gilroy (CRD# 6507551) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
Steven Grant (CRD# 4477184) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, NC and has over 22 years of experience in the finance industry.
Jonathan Greeson (CRD# 6503951) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Pikeville, NC and has over 9 years of experience in the finance industry. Jonathan Greeson 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.