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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
Edwina Gowan (CRD# 4974531) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 18 years of experience in the finance industry.
Jordan Greene (CRD# 6463364) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 8 years of experience in the finance industry.
David Helgeson (CRD# 3001532) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Morganton, NC and has over 26 years of experience in the finance industry. David Helgeson 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.
Philip Howerton (CRD# 2040251) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morganton, NC and has over 34 years of experience in the finance industry.
Rondal Mulwee (CRD# 1867904) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 35 years of experience in the finance industry.
Rondal Mulwee (CRD# 4717913) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 20 years of experience in the finance industry.
Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has over 11 years of experience in the finance industry. Cassandra Smith 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.
Martin Sohovich (CRD# 3166113) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 25 years of experience in the finance industry.
Paul Soper (CRD# 1767196) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 36 years of experience in the finance industry.
Joseph Anderson (CRD# 5289512) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has 1 year of experience in the finance industry.