Distance Metro area (25 miles)
- 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
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...
Mark Conway (CRD# 2224993) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kinston, NC and has over 25 years of experience in the finance industry.
Mark Conway (CRD# 52842) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kinston, NC and has over 20 years of experience in the finance industry. Mark Conway 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.