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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
Paul Burns (CRD# 5631118) is an Investment Advisor Representative working at Edward Jones in Graham, NC and has over 15 years of experience in the finance industry.
Jason Cook (CRD# 4349388) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 23 years of experience in the finance industry. Jason Cook 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.
J. Brian Glaze (CRD# 5373140) is an Investment Advisor Representative working at Avantax Advisory Services in Graham, NC and has over 16 years of experience in the finance industry.
Gabriel Lindeen (CRD# 4376047) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Graham, NC and has over 23 years of experience in the finance industry.
Samantha McDevitt (CRD# 5820028) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Graham, NC and has over 9 years of experience in the finance industry.
William Stokes (CRD# 1103601) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 40 years of experience in the finance industry.
Larry Ware (CRD# 3053841) is an Investment Advisor Representative working at Avantax Advisory Services in Graham, NC and has over 25 years of experience in the finance industry.
Josiah White (CRD# 6808384) is an Investment Advisor Representative working at Edward Jones in Graham, NC and has over 6 years of experience in the finance industry.
Jan Williams (CRD# 6487179) is an Investment Advisor Representative working at Primerica Advisors in Graham, NC and has over 8 years of experience in the finance industry.
Ann Zuraw (CRD# 4906373) has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Divorce Financial Analyst, CDFA™. She has a strong focus on working with women and families to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.
Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication and a M.B.A. is from the University of California at Berkeley.
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.