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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
Charles Mitchell (CRD# 5318057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rocky Mount, VA and has over 16 years of experience in the finance industry. Charles Mitchell 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 Phillips (CRD# 6752403) is an Investment Advisor Representative working at Edward Jones in Eden, NC and has over 6 years of experience in the finance industry.
Curtis Pilson (CRD# 1853722) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Collinsville, VA and has over 35 years of experience in the finance industry. Curtis Pilson 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.
Mark Pruitt (CRD# 4455892) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 22 years of experience in the finance industry.
Kalynn Roland (CRD# 5481422) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 15 years of experience in the finance industry.
Eric Simpson (CRD# 6437962) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 9 years of experience in the finance industry.
Catherine Smith (CRD# 2954718) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, NC and has over 26 years of experience in the finance industry.
Justin Smith (CRD# 5160019) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, NC and has over 13 years of experience in the finance industry.
Kirk Smith (CRD# 5177224) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reidsville, NC and has over 15 years of experience in the finance industry.
Daniel Southard (CRD# 6341703) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 9 years of experience in the finance industry.