-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Rondal Mulwee (CRD# 4717913) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 20 years of experience in the finance industry.
Andrew Payne (CRD# 4908362) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 18 years of experience in the finance industry.
John Payne (CRD# 1457135) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 38 years of experience in the finance industry.
Thomas Perkins (CRD# 7050983) is an Investment Advisor Representative working at Edward Jones in Spruce Pine, NC and has over 5 years of experience in the finance industry.
Ronald Perry (CRD# 2037528) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Blowing Rock, NC and has over 34 years of experience in the finance industry.
James Richardson (CRD# 2082670) is an Investment Advisor Representative working at Lpl Financial LLC in Elizabethton, TN and has over 33 years of experience in the finance industry.
John Ritter (CRD# 4224189) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 23 years of experience in the finance industry.
Jason Sirmon (CRD# 6280883) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 9 years of experience in the finance industry.
Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has over 11 years of experience in the finance industry. Cassandra Smith 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.
Jonathan Smith (CRD# 5796572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Jefferson, NC and has over 13 years of experience in the finance industry.