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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
Thomas Horack (CRD# 3084894) is an Investment Advisor Representative working at Lpl Financial LLC in Huntersville, NC and has over 25 years of experience in the finance industry. Thomas Horack 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.
Dana Horton (CRD# 2362859) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 30 years of experience in the finance industry.
William Izykowski (CRD# 5763975) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntersville, NC and has over 9 years of experience in the finance industry.
Donald Johnson (CRD# 2082294) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntersville, NC and has over 33 years of experience in the finance industry.
Randy Johnson (CRD# 5145117) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 17 years of experience in the finance industry.
Richard Johnson (CRD# 4385140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntersville, NC and has over 22 years of experience in the finance industry.
Justin Jones (CRD# 6693232) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has over 5 years of experience in the finance industry. Justin Jones 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.
Delvin Joyce (CRD# 5234216) is an Investment Advisor Representative working at Prudential Financial Planning Services in Huntersville, NC and has over 17 years of experience in the finance industry.
Jennifer Joyner (CRD# 6891420) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 6 years of experience in the finance industry.
Bryan Keller (CRD# 5559671) is an Investment Advisor Representative working at Social Impact Investments Inc. in Huntersville, NC and has over 6 years of experience in the finance industry.