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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
Lincoln Geltz (CRD# 1528460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Salem, SC and has over 37 years of experience in the finance industry.
Greg Ghodsi (CRD# 1523292) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sylva, NC and has over 33 years of experience in the finance industry.
David Grant (CRD# 3188155) is an Investment Advisor Representative working at Edward Jones in Pickens, SC and has over 25 years of experience in the finance industry.
Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 24 years of experience in the finance industry. Jon Green 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.
Walter Hart (CRD# 4614013) is an Investment Advisor Representative working at Credit Union Investment Services in Brevard, NC and has over 10 years of experience in the finance industry.
Bill Harwood, Cfp (CRD# 3171926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salem, SC and has over 25 years of experience in the finance industry.
Lisa Heathfield (CRD# 6372828) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fletcher, NC and has over 9 years of experience in the finance industry. Lisa Heathfield 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.
Hillary Henderson (CRD# 5063459) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 18 years of experience in the finance industry.
Gerald Hendrix (CRD# 2760478) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 27 years of experience in the finance industry.
William Hester (CRD# 2628116) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 28 years of experience in the finance industry. William Hester 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.