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Distance Only Greenville, NC
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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
Jameson Taunton (CRD# 5897746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 9 years of experience in the finance industry.
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.
John Tulloss (CRD# 6819449) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 6 years of experience in the finance industry. John Tulloss 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.
Bruce Wackelin (CRD# 2118939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, NC and has over 33 years of experience in the finance industry.
Gregory Weigum (CRD# 1668203) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 36 years of experience in the finance industry.
Kemple Williamson (CRD# 4207631) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, NC and has over 23 years of experience in the finance industry.
Alexander Wordsworth (CRD# 5116303) is an Investment Advisor Representative working at Wells Fargo Advisors in Greenville, NC and has over 17 years of experience in the finance industry.
Zachary Blaisdell (CRD# 6680302) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, NC and has over 7 years of experience in the finance industry.
Christopher Emanuel (CRD# 7804338) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has 1 year of experience in the finance industry.
Zachary Goins (CRD# 6861148) is an Investment Advisor Representative working at Wells Fargo Advisors in Greenville, NC and has over 5 years of experience in the finance industry.