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Distance Only Jacksonville, NC
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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
Korene Marsh (CRD# 2587362) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 29 years of experience in the finance industry. Korene Marsh 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.
Richard Pugh (CRD# 2317745) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Jacksonville, NC and has over 31 years of experience in the finance industry. Richard Pugh 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.
Casey Simpson (CRD# 6840063) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 6 years of experience in the finance industry.
Joseph Spencer (CRD# 6504703) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has over 8 years of experience in the finance industry.
Kelley Tyson (CRD# 5650880) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 14 years of experience in the finance industry.
Kevin Wagner (CRD# 1070463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, NC and has over 41 years of experience in the finance industry.
Cynthia Williams (CRD# 2775391) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 17 years of experience in the finance industry.
John Beraud (CRD# 7814240) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has 1 year of experience in the finance industry.
Catherine Gauthier (CRD# 2886483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jacksonville, NC and has over 21 years of experience in the finance industry.