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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
Kenneth Bell (CRD# 4506173) is an Investment Advisor Representative working at Edward Jones in Lewisville, NC and has over 21 years of experience in the finance industry.
William Briggs (CRD# 1232816) is an Investment Advisor Representative working at Lpl Financial LLC in Lewisville, NC and has over 39 years of experience in the finance industry.
Kirsten Gapastione (CRD# 2326948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lewisville, NC and has over 18 years of experience in the finance industry.
Stephan Shipe (CRD# 7084798) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Lewisville, NC and has over 8 years of experience in the finance industry. Stephan Shipe 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.
Anne Marie Webster (CRD# 5681694) is an Investment Advisor Representative working at Curated Capital & Planning LLC in Lewisville, NC and has over 14 years of experience in the finance industry. Anne Marie Webster 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.
Scott Bilton (CRD# 7789508) is an Investment Advisor Representative working at Edward Jones in Lewisville, NC and has 1 year of experience in the finance industry.
Michael Carpenter (CRD# 7764342) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Lewisville, NC and has 1 year of experience in the finance industry.
Mark Johnson (CRD# 5504553) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Lewisville, NC and has 1 year of experience in the finance industry.
Kyre Lahtinen (CRD# 7601577) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Lewisville, NC and has 1 year of experience in the finance industry.
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.