-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Ren (CRD# 2729198) is an Investment Advisor Representative working at Crown Capital Securities, LP in Roaring River, NC and has over 27 years of experience in the finance industry.
Barry Revis (CRD# 5927176) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 12 years of experience in the finance industry.
Michael Russell (CRD# 6681908) is an Investment Advisor Representative working at Edward Jones in Pilot Mountain, NC and has over 7 years of experience in the finance industry.
Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 27 years of experience in the finance industry. Wade Sanders 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.
Andi Schnuck (CRD# 6331206) is an Investment Advisor Representative working at Edward Jones in Mount Airy, NC and has over 5 years of experience in the finance industry.
Todd Senter (CRD# 5619295) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 14 years of experience in the finance industry. Todd Senter 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.
Stephan Shipe (CRD# 7084798) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Lewisville, NC and has over 8 years of experience in the finance industry. Stephan Shipe 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.
Jason Singleton (CRD# 4687918) is an Investment Advisor Representative working at Good Life Advisors, LLC in Elkin, NC and has over 20 years of experience in the finance industry.
Alva Smith (CRD# 2023318) is an Investment Advisor Representative working at Eagle Strategies LLC in Advance, NC and has over 34 years of experience in the finance industry.
Zachary Smith (CRD# 2186986) is an Investment Advisor Representative working at Northside Group Wealth Management, LLC in Mount Airy, NC and has over 32 years of experience in the finance industry. Zachary Smith 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.