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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
Edwina Gowan (CRD# 4974531) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 18 years of experience in the finance industry.
James Gowen (CRD# 4773504) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 20 years of experience in the finance industry.
Jordan Greene (CRD# 6463364) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 8 years of experience in the finance industry.
Richard Harig (CRD# 871710) is an Investment Advisor Representative working at Legacy Resources in Lenoir, NC and has over 29 years of experience in the finance industry. Richard Harig 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.
Carla Hauser (CRD# 3211959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Wilkesboro, NC and has over 24 years of experience in the finance industry. Carla Hauser 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.
Amy Hayes (CRD# 1186006) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 38 years of experience in the finance industry.
David Helgeson (CRD# 3001532) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Morganton, NC and has over 26 years of experience in the finance industry. David Helgeson 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.
Chadwick Henderson (CRD# 5039932) is an Investment Advisor Representative working at Lpl Financial LLC in Lenoir, NC and has over 18 years of experience in the finance industry.
Cody Hoilman (CRD# 6599535) is an Investment Advisor Representative working at Commonwealth Financial Network in Banner Elk, NC and has over 8 years of experience in the finance industry.
Terry Hollar (CRD# 1584024) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Hickory, NC and has over 36 years of experience in the finance industry.