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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
Kathleen Focht (CRD# 4342252) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 22 years of experience in the finance industry.
Charles Foss (CRD# 1126421) is an Investment Advisor Representative working at Gradient Investments, LLC in La Grange, NC and has over 30 years of experience in the finance industry.
Neal Fox (CRD# 4480706) is an Investment Advisor Representative working at Edward Jones in Farmville, NC and has over 22 years of experience in the finance industry.
Steven Grant (CRD# 4477184) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, NC and has over 22 years of experience in the finance industry.
Jonathan Greeson (CRD# 6503951) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Pikeville, NC and has over 9 years of experience in the finance industry. Jonathan Greeson 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.
Lisa Hardee (CRD# 1593750) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenville, NC and has over 16 years of experience in the finance industry.
Jimmy Hare (CRD# 1825152) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 35 years of experience in the finance industry.
Wilbur Hemby (CRD# 2565069) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 29 years of experience in the finance industry. Wilbur Hemby 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.
J Hollingsworth (CRD# 5609623) is an Investment Advisor Representative working at Eagle Strategies LLC in Greenville, NC and has over 15 years of experience in the finance industry.
William Hopkins (CRD# 2126063) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Greenville, NC and has over 33 years of experience in the finance industry.