-
Distance Only Matthews, NC
-
COMPENSATION Either
-
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
Kenneth Davis (CRD# 808938) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Matthews, NC and has over 41 years of experience in the finance industry.
Lee Davis (CRD# 2532586) is an Investment Advisor Representative working at Primerica Advisors in Matthews, NC and has over 29 years of experience in the finance industry.
Lopez Davis (CRD# 1299827) is an Investment Advisor Representative working at Cuso Financial Services in Matthews, NC and has over 39 years of experience in the finance industry. Lopez Davis 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.
Carlton Dixon (CRD# 1254193) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 37 years of experience in the finance industry.
Charles Dixon (CRD# 1413773) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 30 years of experience in the finance industry.
Robert Donovan (CRD# 706756) is an Investment Advisor Representative working at Woodgreen Advisory, LLC in Matthews, NC and has over 38 years of experience in the finance industry. Robert Donovan 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.
Desiree Dufresne (CRD# 2433142) is an Investment Advisor Representative working at Edward Jones in Matthews, NC and has over 24 years of experience in the finance industry.
Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 33 years of experience in the finance industry. Thomas Dundorf 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.
Robert Dye (CRD# 6519536) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 8 years of experience in the finance industry. Robert Dye 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.
William Ertel (CRD# 3057870) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 25 years of experience in the finance industry. William Ertel 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.