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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
Derek Smith (CRD# 2341340) is an Investment Advisor Representative working at Principal Securities, Inc. in Mooresville, NC and has over 30 years of experience in the finance industry.
Bryan Stanfill (CRD# 1387655) is an Investment Advisor Representative working at Triad Advisors, LLC in Mooresville, NC and has over 37 years of experience in the finance industry.
Mark Sumner (CRD# 5563534) is an Investment Advisor Representative working at Spc in Mooresville, NC and has over 15 years of experience in the finance industry.
Mark Teichman (CRD# 1837966) is an Investment Advisor Representative working at C2 Investment Group in Mooresville, NC and has over 35 years of experience in the finance industry.
Kyle Thomas (CRD# 6347260) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mooresville, NC and has over 9 years of experience in the finance industry.
Dewayne Venzen (CRD# 6180128) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 10 years of experience in the finance industry.
Rocky Ward (CRD# 6714356) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 7 years of experience in the finance industry.
Robert Weaver (CRD# 2269522) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 31 years of experience in the finance industry.
Chase Weichman (CRD# 6689397) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mooresville, NC and has over 6 years of experience in the finance industry.
John Whitley Ii (CRD# 4693987) is an Investment Advisor Representative working at Avantax Advisory Services in Mooresville, NC and has over 20 years of experience in the finance industry.