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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
Robert Thompson (CRD# 5818939) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Easley, SC and has over 7 years of experience in the finance industry.
Joshua Tilley (CRD# 5165294) is an Investment Advisor Representative working at Edward Jones in Brevard, NC and has over 16 years of experience in the finance industry.
Milton Tynch (CRD# 2930761) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brevard, NC and has over 26 years of experience in the finance industry.
John Vassey (CRD# 7055346) is an Investment Advisor Representative working at Edward Jones in Easley, SC and has over 5 years of experience in the finance industry.
Robert Wallace (CRD# 5396927) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Easley, SC and has over 15 years of experience in the finance industry. Robert Wallace 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.
Jackey Webb (CRD# 5556114) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Waynesville, NC and has over 12 years of experience in the finance industry.
Theodore Whitlock (CRD# 7024019) is an Investment Advisor Representative working at Edward Jones in Brevard, NC and has over 5 years of experience in the finance industry.
Randa Willis (CRD# 5472356) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 13 years of experience in the finance industry.
Roger Woodruff (CRD# 847606) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Salem, SC and has over 37 years of experience in the finance industry.
Kathy York (CRD# 5995647) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 12 years of experience in the finance industry.