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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
Lori Silverthorn (CRD# 5316961) is an Investment Advisor Representative working at Credit Union Investment Services in Morehead City, NC and has over 16 years of experience in the finance industry. Lori Silverthorn 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.
Kirby Sloan (CRD# 6714410) is an Investment Advisor Representative working at Edward Jones in Morehead City, NC and has over 7 years of experience in the finance industry.
Michael Sprague (CRD# 6519562) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 8 years of experience in the finance industry.
Charlie Tingen (CRD# 2595927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Morehead City, NC and has over 28 years of experience in the finance industry.
Jason Wilson (CRD# 5225660) is an Investment Advisor Representative working at Credit Union Investment Services in Beaufort, NC and has over 6 years of experience in the finance industry.
Kevin Carroll (CRD# 1697190) is an Investment Advisor Representative working at Life Stage Investing, LLC in Atlantic, NC and has over 35 years of experience in the finance industry.
Donna Comer (CRD# 3052709) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havelock, NC and has over 25 years of experience in the finance industry.
Bruce Fortin (CRD# 7083790) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 4 years of experience in the finance industry.
Tara Gould (CRD# 7376557) is an Investment Advisor Representative working at Commonwealth Financial Network in Morehead City, NC and has over 2 years of experience in the finance industry. Tara Gould 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.
Timothy Necaise (CRD# 4204786) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport, NC and has over 23 years of experience in the finance industry. Timothy Necaise 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.