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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
Daniel Collinson (CRD# 7569386) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morganton, NC and has 1 year of experience in the finance industry.
Carolina Davidson (CRD# 7348107) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boone, NC and has 1 year of experience in the finance industry.
Bradley Dillard (CRD# 7576935) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has 1 year of experience in the finance industry.
Rachel Greene (CRD# 6454958) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has 1 year of experience in the finance industry.
Jonathan Jackson (CRD# 7719494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Boone, NC and has 1 year of experience in the finance industry.
Makayla Lemly (CRD# 7868256) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Boone, NC and has 1 year of experience in the finance industry.
Bradford Link (CRD# 2556164) is an Investment Advisor Representative working at Edward Jones in Valdese, NC and has over 29 years of experience in the finance industry.
Tyler Moore (CRD# 7158506) is an Investment Advisor Representative working at Edward Jones in Sugar Mountain, NC and has 1 year of experience in the finance industry.
Mitchell Phillips (CRD# 3042280) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Jefferso, NC and has over 25 years of experience in the finance industry.
Pamela Rathbun (CRD# 7314912) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Butler, TN and has over 2 years of experience in the finance industry.