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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
Clifford Joyner (CRD# 5445668) is an Investment Advisor Representative working at Edward Jones in Nashville, NC and has over 16 years of experience in the finance industry.
Andrew Lynch (CRD# 5903027) is an Investment Advisor Representative working at Peak Wealth Group LLC in Wake Forest, NC and has over 12 years of experience in the finance industry.
Brian Marshburn (CRD# 4769215) is an Investment Advisor Representative working at Brevity & Associates in Wake Forest, NC and has over 19 years of experience in the finance industry. Brian Marshburn 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.
Michael Mastromarino (CRD# 4222443) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Wake Forest, NC and has over 22 years of experience in the finance industry.
John Mobley (CRD# 5895722) is an Investment Advisor Representative working at Credit Union Investment Services in Wake Forest, NC and has over 12 years of experience in the finance industry.
Marcus Osterhoudt (CRD# 4459504) is an Investment Advisor Representative working at Edward Jones in Nashville, NC and has over 22 years of experience in the finance industry.
Rebecca Parsons (CRD# 5083054) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 9 years of experience in the finance industry.
Christopher Reaume (CRD# 4534619) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 21 years of experience in the finance industry.
Jenna Reynolds (CRD# 5485948) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Louisburg, NC and has over 8 years of experience in the finance industry.
Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 33 years of experience in the finance industry.