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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
Sonda Frattini (CRD# 4637475) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Tuckasegee, NC and has over 20 years of experience in the finance industry.
Lincoln Geltz (CRD# 1528460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Salem, SC and has over 37 years of experience in the finance industry.
Robert Gevjan (CRD# 6205433) is an Investment Advisor Representative working at Edward Jones in Canton, NC and has over 10 years of experience in the finance industry.
Greg Ghodsi (CRD# 1523292) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sylva, NC and has over 33 years of experience in the finance industry.
David Grant (CRD# 3188155) is an Investment Advisor Representative working at Edward Jones in Pickens, SC and has over 25 years of experience in the finance industry.
Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 24 years of experience in the finance industry. Jon Green 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.
Bill Harwood, Cfp (CRD# 3171926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salem, SC and has over 25 years of experience in the finance industry.
Russell Hawkins (CRD# 5077980) is an Investment Advisor Representative working at Edward Jones in Franklin, NC and has over 12 years of experience in the finance industry.
Gerald Hendrix (CRD# 2760478) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 27 years of experience in the finance industry.
Erika Jensen (CRD# 5748762) is an Investment Advisor Representative working at Respire Wealth Management, LLC in Clyde, NC and has over 13 years of experience in the finance industry.