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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
Taylor Whitford (CRD# 5328149) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 16 years of experience in the finance industry.
Jason Wilson (CRD# 5225660) is an Investment Advisor Representative working at Credit Union Investment Services in Beaufort, NC and has over 6 years of experience in the finance industry.
Kevin Carroll (CRD# 1697190) is an Investment Advisor Representative working at Life Stage Investing, LLC in Atlantic, NC and has over 35 years of experience in the finance industry.
Donna Comer (CRD# 3052709) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Havelock, NC and has over 25 years of experience in the finance industry.
Laura Connors (CRD# 7314380) is an Investment Advisor Representative working at Credit Union Investment Services in Swansboro, NC and has over 3 years of experience in the finance industry.
Bruce Fortin (CRD# 7083790) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 4 years of experience in the finance industry.
Shannon Hudson (CRD# 7082196) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 4 years of experience in the finance industry.
Craig Kopka (CRD# 7796455) is an Investment Advisor Representative working at Edward Jones in Swansboro, NC and has 1 year of experience in the finance industry.
Ashley Lindsay (CRD# 7038034) is an Investment Advisor Representative working at Edward Jones in Swansboro, NC and has over 3 years of experience in the finance industry.
Timothy Necaise (CRD# 4204786) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport, NC and has over 23 years of experience in the finance industry. Timothy Necaise 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.