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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
James Earle (CRD# 6246218) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in New Bern, NC and has over 10 years of experience in the finance industry.
Paul Eyre (CRD# 2883967) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 26 years of experience in the finance industry.
Kathryn Giles (CRD# 6716068) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 7 years of experience in the finance industry.
Elizabeth Hartman (CRD# 7056845) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 4 years of experience in the finance industry.
Elevia Hearne (CRD# 4189499) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 23 years of experience in the finance industry.
Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 12 years of experience in the finance industry.
Ashley Irizarry (CRD# 6097783) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bew Bern, NC and has over 10 years of experience in the finance industry.
Jacqueline Jacobsen (CRD# 2504257) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sneads Ferry, NC and has over 29 years of experience in the finance industry. Jacqueline Jacobsen 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.
Jeffrey Johnson (CRD# 6673614) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has 1 year of experience in the finance industry. Jeffrey Johnson 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.
Ayasha Jones (CRD# 6899331) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 5 years of experience in the finance industry.