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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
Brian Fernander (CRD# 6993120) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Bern, NC and has over 5 years of experience in the finance industry.
John Floyd (CRD# 4697130) is an Investment Advisor Representative working at Lpl Financial LLC in Morehead City, NC and has over 20 years of experience in the finance industry. John Floyd 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.
Dallas Garner (CRD# 4253743) is an Investment Advisor Representative working at Lpl Financial LLC in Morehead City, NC and has over 23 years of experience in the finance industry.
Kathryn Giles (CRD# 6716068) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 7 years of experience in the finance industry.
Tiffany Grammer-Newlin (CRD# 6258230) is an Investment Advisor Representative working at Good Life Advisors, LLC in Morehead City, NC and has over 10 years of experience in the finance industry.
Robert Hardin (CRD# 4298641) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Morehead City, NC and has over 20 years of experience in the finance industry.
Ashley Hardison (CRD# 6473765) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morehead City, NC and has over 6 years of experience in the finance industry.
Elizabeth Hartman (CRD# 7056845) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 5 years of experience in the finance industry.
Elevia Hearne (CRD# 4189499) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 23 years of experience in the finance industry.
Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 12 years of experience in the finance industry.