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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
Matthew Burril (CRD# 1374057) is an Investment Advisor Representative working at Brick Street Equity Management, LLC in Fletcher, NC and has over 25 years of experience in the finance industry.
Jacques Fogel (CRD# 2918946) is an Investment Advisor Representative working at Fogel Investment Advisory Group, Inc. in Fletcher, NC and has over 26 years of experience in the finance industry.
Lisa Heathfield (CRD# 6372828) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fletcher, NC and has over 9 years of experience in the finance industry. Lisa Heathfield 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.
Eric Hines (CRD# 4923022) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fletcher, NC and has over 18 years of experience in the finance industry.
Peter Niemczyk (CRD# 4354478) is an Investment Advisor Representative working at Lpl Financial LLC in Fletcher, NC and has over 19 years of experience in the finance industry. Peter Niemczyk 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.
Helena Potze Godfrey (CRD# 5070499) is an Investment Advisor Representative working at Lpl Financial LLC in Fletcher, NC and has over 17 years of experience in the finance industry.
Paul Richards (CRD# 4552309) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Fletcher, NC and has over 11 years of experience in the finance industry. Paul Richards 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.
William Sampson (CRD# 6389135) is an Investment Advisor Representative working at Edward Jones in Fletcher, NC and has over 9 years of experience in the finance industry.
Sarah Brice (CRD# 6938427) is an Investment Advisor Representative working at Edward Jones in Fletcher, NC and has over 4 years of experience in the finance industry.
Ken Adams (CRD# 4333814) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 23 years of experience in the finance industry.