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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
Athanasios Simotas (CRD# 4620118) is an Investment Advisor Representative working at Forsyth Wealth Management, Inc. in Kure Beach, NC and has over 3 years of experience in the finance industry.
Michael Hudson (CRD# 2476619) is an Investment Advisor Representative working at RS Wealth Management, LLC in Wrightsville Beach, NC and has over 22 years of experience in the finance industry.
Walker Abney (CRD# 5248339) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 11 years of experience in the finance industry. Walker Abney 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.
Gerard Alberts (CRD# 1035351) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wilmington, NC and has over 35 years of experience in the finance industry. Gerard Alberts 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.
Donna Barnes (CRD# 4717725) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Wilmington, NC and has over 14 years of experience in the finance industry. Donna Barnes 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 Brown (CRD# 5630190) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry. Michael Brown 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.
David Brownlow (CRD# 4468075) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wilmington, NC and has over 15 years of experience in the finance industry. David Brownlow 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.
Keith Carter (CRD# 5887012) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 7 years of experience in the finance industry. Keith Carter 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.
Geoffrey Collins (CRD# 3031534) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wilmington, NC and has over 19 years of experience in the finance industry. Geoffrey Collins 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.