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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
Paul Richards (CRD# 4552309) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Fletcher, NC and has over 11 years of experience in the finance industry. Paul Richards 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.
Douglass Rostick (CRD# 5974063) is an Investment Advisor Representative working at Edward Jones in Mills River, NC and has over 12 years of experience in the finance industry.
Ross Ryan (CRD# 6837602) is an Investment Advisor Representative working at Edelman Financial Engines in Arden, NC and has over 6 years of experience in the finance industry.
William Sampson (CRD# 6389135) is an Investment Advisor Representative working at Edward Jones in Fletcher, NC and has over 9 years of experience in the finance industry.
Jeffrey Schiffman (CRD# 4278591) is an Investment Advisor Representative working at Lpl Financial LLC in Arden, NC and has over 23 years of experience in the finance industry. Jeffrey Schiffman 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.
Jeffrey Schnee (CRD# 1176174) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glenville, NC and has over 40 years of experience in the finance industry.
Martin Sohovich (CRD# 5100367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waynesville, NC and has over 17 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry. Dean St. Marie 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.
Christy Sutton (CRD# 4804217) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 19 years of experience in the finance industry.