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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
David Owen (CRD# 5507096) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Dunn, NC and has over 15 years of experience in the finance industry.
Floyd Pate (CRD# 3118779) is an Investment Advisor Representative working at Lpl Financial LLC in Lumberton, NC and has over 25 years of experience in the finance industry.
Zachary Pittman (CRD# 6398747) is an Investment Advisor Representative working at Credit Union Investment Services in Lumberton, NC and has over 9 years of experience in the finance industry.
Laura Pope (CRD# 6361755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 9 years of experience in the finance industry.
David Pound (CRD# 4943476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 18 years of experience in the finance industry. David Pound 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.
Jonathan Proffitt (CRD# 6711822) is an Investment Advisor Representative working at Edward Jones in Fayetteville, NC and has over 7 years of experience in the finance industry.
Edwin Purcell (CRD# 2447007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 30 years of experience in the finance industry.
Wesley Purcell (CRD# 6993082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 5 years of experience in the finance industry.
Nicholas Rademacher (CRD# 5946636) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 12 years of experience in the finance industry. Nicholas Rademacher 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.
Shane Sandretto (CRD# 6810777) is an Investment Advisor Representative working at First Command Advisory Services in Fayetteville, NC and has over 6 years of experience in the finance industry.