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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
Jorge Alban Palacios (CRD# 6042482) is an Investment Advisor Representative working at Advice And Planning Services in Maggie Valley, NC and has over 11 years of experience in the finance industry.
William Barr (CRD# 1856611) is an Investment Advisor Representative working at Edward Jones in Franklin, NC and has over 35 years of experience in the finance industry. William Barr 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.
Jack Bishop (CRD# 6064869) is an Investment Advisor Representative working at Edward Jones in Waynesville, NC and has over 9 years of experience in the finance industry.
Joseph Brown (CRD# 5727071) is an Investment Advisor Representative working at Edward Jones in Sylva, NC and has over 10 years of experience in the finance industry.
Justin Castle (CRD# 6726170) is an Investment Advisor Representative working at Edward Jones in Sylva, NC and has over 7 years of experience in the finance industry.
Natalie Chotiner (CRD# 6907137) is an Investment Advisor Representative working at Credit Union Investment Services in Clyde, NC and has over 6 years of experience in the finance industry.
Thomas Clayton (CRD# 6275200) is an Investment Advisor Representative working at Credit Union Investment Services in Sylva, NC and has over 10 years of experience in the finance industry.
William Dewandeler (CRD# 5203307) is an Investment Advisor Representative working at Edward Jones in Franklin, NC and has over 17 years of experience in the finance industry. William Dewandeler 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.
Carl Edwards (CRD# 5550414) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, NC and has over 15 years of experience in the finance industry.
Wendolyn Forbes (CRD# 5506633) is an Investment Advisor Representative working at Advisory Services Network in Waynesville, NC and has over 15 years of experience in the finance industry. Wendolyn Forbes 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.