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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
Mark McCormick (CRD# 6264414) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
Lesia McKenzie (CRD# 5854761) is an Investment Advisor Representative working at Edward Jones in Wendell, NC and has over 13 years of experience in the finance industry.
Matthew Miner (CRD# 6970006) is an Investment Advisor Representative working at Miner Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry. Matthew Miner 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.
James Mishoe (CRD# 5261405) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Raleigh, NC and has over 17 years of experience in the finance industry.
Edward Monaghan (CRD# 2890309) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Wilson, NC and has over 26 years of experience in the finance industry.
Randy Moorehead (CRD# 4401484) is an Investment Advisor Representative working at Level Four Advisory Services in Wilson, NC and has over 22 years of experience in the finance industry.
Merri Morgan (CRD# 2571488) is an Investment Advisor Representative working at Avantax Advisory Services in Wendell, NC and has over 29 years of experience in the finance industry.
Timothy Mowrey (CRD# 2937797) is an Investment Advisor Representative working at Act Advisors in Raleigh, NC and has over 26 years of experience in the finance industry. Timothy Mowrey 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.
Paul Murphy (CRD# 5719848) is an Investment Advisor Representative working at Prudential Financial Planning Services in Goldsboro, NC and has over 14 years of experience in the finance industry.
Debbie Nagley (CRD# 4690676) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Goldsboro, NC and has over 20 years of experience in the finance industry.