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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
Richard Davis (CRD# 2417331) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salisbury, NC and has over 30 years of experience in the finance industry.
Steven Davis (CRD# 6043138) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 12 years of experience in the finance industry.
Mitchel Dayley (CRD# 5882974) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Winston Salem, NC and has over 13 years of experience in the finance industry.
Betty Deal (CRD# 3070964) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Janna Deegan (CRD# 6574277) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 8 years of experience in the finance industry.
Theodore Delisi (CRD# 1708361) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 36 years of experience in the finance industry.
Nick Dell'aquila (CRD# 5024100) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.
Brandon Dembowiak (CRD# 5653741) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Oak Ridge, NC and has over 14 years of experience in the finance industry. Brandon Dembowiak 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.
Jim Denton is the founding and managing partner of DFS Advisors, LLC. Jim began his financial planning career in 1989 as an account executive for a major insurance company and its affiliated securities firm. He has been in private practice since 1992, and founded DFS Advisors in 1998. He joined LPL Financial in March, 2019, and is a registered principal and registered representative with that firm.
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the U.S. Army in various command and staff capacities. He is a graduate of the US Army...
Bryan Dixon (CRD# 4801362) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 19 years of experience in the finance industry.