-
Distance Only Monroe, 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
Tonya Bobbitt (CRD# 6385298) is an Investment Advisor Representative working at Advice And Planning Services in Monroe, NC and has over 9 years of experience in the finance industry.
John Chura (CRD# 1696864) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monroe, NC and has over 36 years of experience in the finance industry.
Richard Croffut (CRD# 5592687) is an Investment Advisor Representative working at Edward Jones in Monroe, NC and has over 15 years of experience in the finance industry.
Thomas Donahue (CRD# 2307451) is an Investment Advisor Representative working at Commonwealth Financial Network in Monroe, NC and has over 31 years of experience in the finance industry. Thomas Donahue 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.
Terry Estes (CRD# 4071177) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Monroe, NC and has over 24 years of experience in the finance industry. Terry Estes 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.
Paul Gargano (CRD# 3215743) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Monroe, NC and has over 24 years of experience in the finance industry. Paul Gargano 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.
Robin Griffin (CRD# 1447925) is an Investment Advisor Representative working at Esi Financial Advisors in Monroe, NC and has over 38 years of experience in the finance industry.
Timothy Hamilton (CRD# 2580196) is an Investment Advisor Representative working at Commonwealth Financial Network in Monroe, NC and has over 29 years of experience in the finance industry.
Dale Lehenbauer (CRD# 2269916) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, NC and has over 31 years of experience in the finance industry. Dale Lehenbauer 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.
Michael Lenahan (CRD# 2475464) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, NC and has over 29 years of experience in the finance industry.