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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
Frankie Hunt (CRD# 6680849) is an Investment Advisor Representative working at Credit Union Investment Services in Pembroke, NC and has over 7 years of experience in the finance industry.
Eric Lanier (CRD# 4955317) is an Investment Advisor Representative working at Edward Jones in Whiteville, NC and has over 18 years of experience in the finance industry.
Matthew McLean (CRD# 4061581) is an Investment Advisor Representative working at Lpl Financial LLC in Whiteville, NC and has over 23 years of experience in the finance industry.
Danielle Osborne (CRD# 7024014) is an Investment Advisor Representative working at Edward Jones in Eastover, NC and has over 5 years of experience in the finance industry.
Roger Sloan (CRD# 3149746) is an Investment Advisor Representative working at Avantax Advisory Services in Dillon, SC and has over 25 years of experience in the finance industry. Roger Sloan 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.
Charles Ward (CRD# 6405689) is an Investment Advisor Representative working at Credit Union Investment Services in Whiteville, NC and has over 9 years of experience in the finance industry.
Derek Yerdon (CRD# 5639945) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Whiteville, NC and has over 14 years of experience in the finance industry.
Brad Currie (CRD# 7034242) is an Investment Advisor Representative working at Lpl Financial LLC in Red Springs, NC and has over 4 years of experience in the finance industry.