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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
Timothy Olsen (CRD# 3126820) is an Investment Advisor Representative working at Wells Fargo Advisors in Nebo, NC and has over 25 years of experience in the finance industry.
Bradley Oxford (CRD# 7562023) is an Investment Advisor Representative working at Credit Union Investment Services in Hickory, NC and has 1 year of experience in the finance industry. Bradley Oxford 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.
Paul Parker (CRD# 3042629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincolnton, NC and has over 25 years of experience in the finance industry.
Jennifer Pelon (CRD# 6885609) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crouse, NC and has over 3 years of experience in the finance industry.
Amanda Rembert (CRD# 4956666) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has 1 year of experience in the finance industry.
Chad Toney (CRD# 3036961) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marion, NC and has over 25 years of experience in the finance industry.
Candice Trantham (CRD# 6474878) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Marion, NC and has over 9 years of experience in the finance industry.
Matthew Whitt (CRD# 7917192) is an Investment Advisor Representative working at Alphastar Capital Management in Hickory, NC and has 1 year of experience in the finance industry.