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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 Rogers (CRD# 5072619) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 18 years of experience in the finance industry.
Anna Smith (CRD# 5314673) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 10 years of experience in the finance industry.
Michael Spears (CRD# 2582169) is an Investment Advisor Representative working at Commonwealth Financial Network in Kinston, NC and has over 29 years of experience in the finance industry.
Laura Strickland (CRD# 2958812) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Olive, NC and has over 21 years of experience in the finance industry.
Justin Tart (CRD# 4838177) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kinson, NC and has over 20 years of experience in the finance industry. Justin Tart 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.
Daniel Taylor (CRD# 6739316) is an Investment Advisor Representative working at Resurgent Advisors in Greenville, NC and has 1 year of experience in the finance industry. Daniel Taylor 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.
Philip Thompson (CRD# 857444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 42 years of experience in the finance industry.
Elvie White (CRD# 6328396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 8 years of experience in the finance industry.
Kevin Zoltek (CRD# 4316596) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kinston, NC and has over 23 years of experience in the finance industry.
John Ausley (CRD# 7665586) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wilson, NC and has 1 year of experience in the finance industry.