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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
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.
William Kearney (CRD# 6471153) is an Investment Advisor Representative working at Crown Private Wealth, LLC in Mooresville, NC and has over 9 years of experience in the finance industry.
Michael Klenck (CRD# 2349007) 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.
Stephen Krise (CRD# 1008696) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mooresville, NC and has over 42 years of experience in the finance industry.
Lee Larson (CRD# 4758758) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Mooresville, NC and has over 19 years of experience in the finance industry.
Ioulia Link (CRD# 5647947) is an Investment Advisor Representative working at Credit Union Investment Services in Mooresville, NC and has over 15 years of experience in the finance industry. Ioulia Link 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.
Peter Livingston (CRD# 1486007) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 37 years of experience in the finance industry.
Janice Lowrance (CRD# 5390883) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 16 years of experience in the finance industry.
Raymond Mones (CRD# 2052211) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 18 years of experience in the finance industry.
Garrett Moretz (CRD# 4086791) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mooresville, NC and has over 24 years of experience in the finance industry.