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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
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 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.
Raja Abou Reslan (CRD# 6582147) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 8 years of experience in the finance industry.
Jarrod Adams (CRD# 4682375) is an Investment Advisor Representative working at Jarrod Adams Investing, LLC in Mooresville, NC and has over 11 years of experience in the finance industry.
Paul Adkins (CRD# 6683568) is an Investment Advisor Representative working at Principal Securities, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
Adwowa Afenyi-Annan (CRD# 4592855) is an Investment Advisor Representative working at 3a Financial Group LLC in Huntersville, NC and has over 21 years of experience in the finance industry. Adwowa Afenyi-Annan 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.
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.
Robert Aiken (CRD# 2237594) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 31 years of experience in the finance industry.
Lisa Aldridge (CRD# 5895360) is an Investment Advisor Representative working at Prudential Financial Planning Services in High Point, NC and has over 12 years of experience in the finance industry.
Aaron Anderson (CRD# 6326777) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 9 years of experience in the finance industry.