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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
Deana Spainhour (CRD# 5736983) is an Investment Advisor Representative working at Credit Union Investment Services in Lincolnton, NC and has over 7 years of experience in the finance industry.
Melissa Spivey (CRD# 4174377) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lincolnton, NC and has over 23 years of experience in the finance industry.
Cooper Bumgarner (CRD# 7500967) is an Investment Advisor Representative working at Edward Jones in Lincolnton, NC and has 1 year of experience in the finance industry.
Matthew Foster (CRD# 7214267) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lincolnton, NC and has over 3 years of experience in the finance industry.
Jaclyn McGrew (CRD# 7374885) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lincolnton, NC and has over 2 years of experience in the finance industry.
Paul Parker (CRD# 3042629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincolnton, NC and has over 25 years of experience in the finance industry.
Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 23 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
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....
Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at The Financial Legacy Group in Charlotte, NC and has over 23 years of experience in the finance industry.
Terry Abeyta (CRD# 6266643) is an Investment Advisor Representative working at Primerica Advisors in Huntersville, NC and has over 10 years of experience in the finance industry.