-
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
David Owen (CRD# 5507096) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Dunn, NC and has over 15 years of experience in the finance industry.
Ryan Pope (CRD# 5628156) is an Investment Advisor Representative working at Principal Securities, Inc. in Coats, NC and has over 7 years of experience in the finance industry. Ryan Pope 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.
Milford Quinn (CRD# 4787790) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lillington, NC and has over 20 years of experience in the finance industry.
Mark Stevens (CRD# 1702968) is an Investment Advisor Representative working at Lpl Financial LLC in Vass, NC and has over 36 years of experience in the finance industry.
John Wright (CRD# 6691214) is an Investment Advisor Representative working at Edward Jones in Raeford, NC and has over 7 years of experience in the finance industry.
Brad Currie (CRD# 7034242) is an Investment Advisor Representative working at Lpl Financial LLC in Red Springs, NC and has over 4 years of experience in the finance industry.
James Hinson (CRD# 6075108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dunn, NC and has over 11 years of experience in the finance industry.
Joseph Maples (CRD# 7058438) is an Investment Advisor Representative working at Edward Jones in Benson, NC and has over 4 years of experience in the finance industry.
Lowell Taylor (CRD# 7613965) is an Investment Advisor Representative working at Credit Union Investment Services in Dunn, NC and has 1 year of experience in the finance industry.