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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
Philip Thompson (CRD# 857444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 42 years of experience in the finance industry.
Paul Tucker (CRD# 2648792) is an Investment Advisor Representative working at Edward Jones in Knightdale, NC and has over 28 years of experience in the finance industry.
John Underhill (CRD# 6253020) is an Investment Advisor Representative working at Acorn & Oak Wealth Management in Raleigh, NC and has over 10 years of experience in the finance industry. John Underhill 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.
Matthew Unger (CRD# 4665121) is an Investment Advisor Representative working at Unger Financial in Raleigh, NC and has over 20 years of experience in the finance industry.
Aurea Wangerien (CRD# 1506666) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, NC and has over 37 years of experience in the finance industry.
William Webber (CRD# 4037193) is an Investment Advisor Representative working at Edward Jones in Goldsboro, NC and has over 24 years of experience in the finance industry.
Chadwick Wester (CRD# 6787612) is an Investment Advisor Representative working at Edward Jones in Knightdale, NC and has over 6 years of experience in the finance industry. Chadwick Wester 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.
Michael Wetherington (CRD# 6129642) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilson, NC and has over 11 years of experience in the finance industry.
Albert Wheeler (CRD# 464457) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Raleigh, NC and has over 41 years of experience in the finance industry.
Brian White (CRD# 6199395) is an Investment Advisor Representative working at Edward Jones in Zebulon, NC and has over 9 years of experience in the finance industry.