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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
Kristen Gardner (CRD# 5329375) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Suffolk, VA and has over 12 years of experience in the finance industry.
Melissa Howell (CRD# 6752611) is an Investment Advisor Representative working at Credit Union Investment Services in Murfreesboro, NC and has over 7 years of experience in the finance industry.
Frank Jones (CRD# 2506897) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ahoskie, NC and has over 29 years of experience in the finance industry.
Wingate Joyner (CRD# 2469751) is an Investment Advisor Representative working at Edward Jones in Ahoskie, NC and has over 30 years of experience in the finance industry.
David Love (CRD# 1828588) is an Investment Advisor Representative working at Davenport & Company LLC in Suffolk, VA and has over 35 years of experience in the finance industry.
Wanda Marks (CRD# 1140928) is an Investment Advisor Representative working at Davenport & Company LLC in Franklin, VA and has over 36 years of experience in the finance industry.
James McCulley (CRD# 4606218) is an Investment Advisor Representative working at Lpl Financial LLC in Franklin, VA and has over 21 years of experience in the finance industry. James McCulley 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.
Mark McGahee (CRD# 2168022) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Suffolk, VA and has over 32 years of experience in the finance industry. Mark McGahee 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.
Kraig Osborne (CRD# 5914946) is an Investment Advisor Representative working at Edward Jones in Edenton, NC and has over 12 years of experience in the finance industry.
Jason Rebbe (CRD# 4679009) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Franklin, VA and has over 20 years of experience in the finance industry.