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Distance Only Lexington, NC
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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
Beth Agnello (CRD# 1868078) is an Investment Advisor Representative working at Cgn Advisors, LLC in Lexington, NC and has over 5 years of experience in the finance industry.
William Britt (CRD# 4417916) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, NC and has over 22 years of experience in the finance industry.
Tiffany Caudle (CRD# 6533290) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, NC and has over 8 years of experience in the finance industry.
Joseph Foster (CRD# 4362088) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, NC and has over 22 years of experience in the finance industry.
Philip Grande (CRD# 4950083) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, NC and has over 18 years of experience in the finance industry. Philip Grande 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.
Jerry Grimes (CRD# 3039718) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lexington, NC and has over 26 years of experience in the finance industry.
Joshua Hamm (CRD# 5480754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, NC and has over 15 years of experience in the finance industry.
Beth Hawkins (CRD# 5242056) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 7 years of experience in the finance industry.
Stephen Jackson (CRD# 3146381) is an Investment Advisor Representative working at Edward Jones in Lexington, NC and has over 25 years of experience in the finance industry.
Daniel Kimel (CRD# 2123356) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, NC and has over 33 years of experience in the finance industry.