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Distance Only Mooresville, NC
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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
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.
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...
Thomas Dicristofaro (CRD# 2250651) is an Investment Advisor Representative working at Edelman Financial Engines in Mooresville, NC and has over 31 years of experience in the finance industry.
John Foard (CRD# 4190660) is an Investment Advisor Representative working at Crown Private Wealth, LLC in Mooresville, NC and has over 17 years of experience in the finance industry. John Foard 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.
Charles Glenn (CRD# 2402562) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 30 years of experience in the finance industry.
Laura Grasso (CRD# 4013691) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mooresville, NC and has over 22 years of experience in the finance industry.
Todd Hogue (CRD# 6630177) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mooresville, NC and has over 6 years of experience in the finance industry.
William Howard (CRD# 728956) is an Investment Advisor Representative working at Durant Wealth Mgmt Advisory Services in Mooresville, NC and has over 42 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.
Larry Jones (CRD# 6410522) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Mooresville, NC and has over 9 years of experience in the finance industry.
Jeffrey Karp (CRD# 2466542) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 30 years of experience in the finance industry.