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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
David Damm (CRD# 3090486) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 7 years of experience in the finance industry.
Julie Daniels (CRD# 5480880) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 5 years of experience in the finance industry.
Thomas Daniels (CRD# 1434956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goldsboro, NC and has over 37 years of experience in the finance industry.
Jeffrey Davis (CRD# 1128120) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 40 years of experience in the finance industry. Jeffrey Davis 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 Delia (CRD# 5265251) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, NC and has over 17 years of experience in the finance industry.
Mackenzie Devane (CRD# 5218968) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 5 years of experience in the finance industry.
Eric Dicken (CRD# 5194178) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 13 years of experience in the finance industry.
Athena Doty (CRD# 4056816) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 15 years of experience in the finance industry.
Timothy Emanuel (CRD# 4924753) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 18 years of experience in the finance industry.
Albert Faber (CRD# 1419335) is an Investment Advisor Representative working at Lpl Financial LLC in Kenly, NC and has over 38 years of experience in the finance industry. Albert Faber 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.