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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 Boles (CRD# 6936669) is an Investment Advisor Representative working at Edward Jones in Marion, NC and has over 5 years of experience in the finance industry.
Joseph Davis (CRD# 1999363) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marion, NC and has over 34 years of experience in the finance industry.
Michael Daye (CRD# 5139159) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marion, NC and has over 16 years of experience in the finance industry.
Boyd Phillips (CRD# 4592107) is an Investment Advisor Representative working at Eagle Strategies LLC in Marion, NC and has over 21 years of experience in the finance industry.
Ryan West (CRD# 6974495) is an Investment Advisor Representative working at Credit Union Investment Services in Marion, NC and has over 5 years of experience in the finance industry.
Catherine Morris (CRD# 7296332) is an Investment Advisor Representative working at Eagle Strategies LLC in Marion, NC and has 1 year of experience in the finance industry.
Chad Toney (CRD# 3036961) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marion, NC and has over 25 years of experience in the finance industry.
Candice Trantham (CRD# 6474878) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Marion, NC and has over 8 years of experience in the finance industry.
Douglas Alden (CRD# 1029891) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Old Fort, NC and has over 31 years of experience in the finance industry.
Jean Alden (CRD# 1466344) is an Investment Advisor Representative working at Liberated Investor Advisors, LLC in Old Fort, NC and has over 16 years of experience in the finance industry.