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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
William Amburn (CRD# 4580843) is an Investment Advisor Representative working at Cannon Wealth Management Services in King, NC and has over 13 years of experience in the finance industry.
Wesley Carter (CRD# 5808042) is an Investment Advisor Representative working at Edward Jones in King, NC and has over 13 years of experience in the finance industry.
Jacob Hedrick (CRD# 5851695) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in King, NC and has over 13 years of experience in the finance industry.
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.
Paul Adkins (CRD# 6683568) is an Investment Advisor Representative working at Principal Securities, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
Lisa Aldridge (CRD# 5895360) is an Investment Advisor Representative working at Prudential Financial Planning Services in High Point, NC and has over 12 years of experience in the finance industry.
Neil Allerton (CRD# 6219948) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 10 years of experience in the finance industry.
Paul Anthony (CRD# 2672261) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.
William Armfield (CRD# 5494240) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in High Point, NC and has over 16 years of experience in the finance industry.
Zachary Ashburn (CRD# 6431731) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Winston Salem, NC and has over 8 years of experience in the finance industry. Zachary Ashburn 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.