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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 Martini (CRD# 2167337) is an Investment Advisor Representative working at Brokers Financial in Lexington, NC and has over 32 years of experience in the finance industry. Robert Martini 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.
Suzette McIntyre (CRD# 5309539) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 16 years of experience in the finance industry.
Daniel Owen (CRD# 4229802) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, NC and has over 23 years of experience in the finance industry.
Timothy Pollard (CRD# 4644259) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 20 years of experience in the finance industry. Timothy Pollard 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.
William Rives (CRD# 2811268) is an Investment Advisor Representative working at Avantax Advisory Services in Lexington, NC and has over 27 years of experience in the finance industry.
Kenyon Rush (CRD# 6328941) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 9 years of experience in the finance industry.
Jennifer Schoonmaker-Dasch (CRD# 5039997) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 18 years of experience in the finance industry.
Charles Taylor (CRD# 5086503) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Lexington, NC and has over 17 years of experience in the finance industry.
Vincent Tosco (CRD# 1045965) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Lexington, NC and has over 41 years of experience in the finance industry.
Dustin Vanweerdhuizen (CRD# 4786222) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 19 years of experience in the finance industry.