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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
Shelby Lay (CRD# 7175081) is an Investment Advisor Representative working at Edward Jones in Greensboro, NC and has over 4 years of experience in the finance industry.
Adam Lemmert (CRD# 6501013) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greensboro, NC and has over 8 years of experience in the finance industry.
Mary Meola (CRD# 4172047) is an Investment Advisor Representative working at Primerica Advisors in Greensboro, NC and has over 23 years of experience in the finance industry.
Joshua Myers (CRD# 5902340) is an Investment Advisor Representative working at Commonwealth Financial Network in Greensboro, NC and has over 2 years of experience in the finance industry.
Ryan Newkirk (CRD# 4568994) is an Investment Advisor Representative working at Granville Capital, Inc. in Greensboro, NC and has over 21 years of experience in the finance industry.
Adam Oates (CRD# 7191988) is an Investment Advisor Representative working at Archer Investment Corporation in Greensboro, NC and has over 4 years of experience in the finance industry.
Eugene Purcell (CRD# 5879073) is an Investment Advisor Representative working at Granville Capital, Inc. in Greensboro, NC and has 1 year of experience in the finance industry.
Travis Ray (CRD# 7629688) is an Investment Advisor Representative working at By Design Financial Planning in Greensboro, NC and has 1 year of experience in the finance industry. Travis Ray 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.
Cameron Roney (CRD# 7537161) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Greensboro, NC and has 1 year of experience in the finance industry.
Bradley Ross (CRD# 6739666) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 5 years of experience in the finance industry.