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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
William Howard (CRD# 728956) is an Investment Advisor Representative working at Durant Wealth Mgmt Advisory Services in Mooresville, NC and has over 36 years of experience in the finance industry. William Howard 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.
Jeffrey Karp (CRD# 2466542) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 24 years of experience in the finance industry.
Sara Seasholtz (CRD# 867376) is an Investment Advisor Representative working at Fsc Securities Corporation in Mooresville, NC and has over 36 years of experience in the finance industry. Sara Seasholtz 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.
Carl Ballard (CRD# 4316614) is an Investment Advisor Representative working at C2 Investment Group in Mooresville, NC and has over 16 years of experience in the finance industry.
Adam Bloom (CRD# 3271516) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 18 years of experience in the finance industry.
Ryan Bloom (CRD# 4678556) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 13 years of experience in the finance industry.
Roy Boone (CRD# 5481242) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 10 years of experience in the finance industry.
William Bracken (CRD# 2686570) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mooresville, NC and has over 22 years of experience in the finance industry.
Herman Brunson (CRD# 5667467) is an Investment Advisor Representative working at Balance Investments in Mooresville, NC and has over 8 years of experience in the finance industry.
Ronald Ceccarini (CRD# 4557586) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 8 years of experience in the finance industry.