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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
Colleen O'donnell (CRD# 4751374) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 19 years of experience in the finance industry.
Richard Palmer (CRD# 2225117) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 31 years of experience in the finance industry.
Anna Pottle (CRD# 6850460) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 6 years of experience in the finance industry.
Troy Puchalski (CRD# 6721729) is an Investment Advisor Representative working at Edward Jones in West End, NC and has over 7 years of experience in the finance industry.
Ralph Regula (CRD# 1757957) is an Investment Advisor Representative working at Lpl Financial LLC in Pinehurst, NC and has over 36 years of experience in the finance industry.
Richard Robinette (CRD# 2184931) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pinehurst, NC and has over 32 years of experience in the finance industry.
Michelle Robinson (CRD# 6434226) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 8 years of experience in the finance industry.
Samanthia Smith (CRD# 2987539) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, NC and has over 19 years of experience in the finance industry. Samanthia Smith 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.
Mary Spooner Rocca (CRD# 6905243) is an Investment Advisor Representative working at Edward Jones in Southern Pines, NC and has over 5 years of experience in the finance industry.
Charles Stockham (CRD# 1450631) is an Investment Advisor Representative working at Ia Network, LLC in Pinehurst, NC and has over 38 years of experience in the finance industry.