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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
Bradley Harrill (CRD# 6849170) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has over 6 years of experience in the finance industry.
Jason Harrill (CRD# 6348052) is an Investment Advisor Representative working at Edward Jones in Rutherfordton, NC and has over 9 years of experience in the finance industry.
David Helgeson (CRD# 3001532) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Morganton, NC and has over 26 years of experience in the finance industry. David Helgeson 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.
Stephen Herbert (CRD# 4863357) is an Investment Advisor Representative working at Edward Jones in Fairview, NC and has over 19 years of experience in the finance industry.
Philip Howerton (CRD# 2040251) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morganton, NC and has over 34 years of experience in the finance industry.
Rondal Mulwee (CRD# 1867904) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 35 years of experience in the finance industry.
Rondal Mulwee (CRD# 4717913) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 20 years of experience in the finance industry.
Thomas Perkins (CRD# 7050983) is an Investment Advisor Representative working at Edward Jones in Spruce Pine, NC and has over 5 years of experience in the finance industry.
Gregory Poe (CRD# 6218386) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has over 10 years of experience in the finance industry.
Scott Roy (CRD# 2426199) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 30 years of experience in the finance industry.