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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
Gerald Craig (CRD# 1729561) is an Investment Advisor Representative working at Ifg Advisory, LLC in Concord, NC and has over 29 years of experience in the finance industry. Gerald Craig 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.
Joshua Crane (CRD# 5535132) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry. Joshua Crane 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.
Samuel Critz (CRD# 4719147) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 20 years of experience in the finance industry.
Cynthia Cross (CRD# 5589381) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry.
Peter Cross (CRD# 2015191) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 34 years of experience in the finance industry.
Daniel Crouse (CRD# 6650905) is an Investment Advisor Representative working at Avantax Advisory Services in Winston Salem, NC and has over 7 years of experience in the finance industry.
Kurt Culbert (CRD# 6866448) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 6 years of experience in the finance industry.
Edin Cuskovic (CRD# 6002607) is an Investment Advisor Representative working at Maximum Advisory in Huntersville, NC and has over 12 years of experience in the finance industry.
Tori Dacosta (CRD# 6601116) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 8 years of experience in the finance industry.
James Daniel (CRD# 3215291) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 25 years of experience in the finance industry.