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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
Michael Loeb (CRD# 6547493) is an Investment Advisor Representative working at Argosy Investors in Hickory, NC and has over 8 years of experience in the finance industry.
Justin Long (CRD# 5750987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lenoir, NC and has over 14 years of experience in the finance industry.
Christiana Lovelace (CRD# 6766783) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 2 years of experience in the finance industry.
Christopher McBride (CRD# 6386029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 9 years of experience in the finance industry.
Brent McDonald (CRD# 4845727) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 19 years of experience in the finance industry.
Tomohiko Minami (CRD# 5342153) is an Investment Advisor Representative working at Lpl Financial LLC in Hickory, NC and has over 8 years of experience in the finance industry. Tomohiko Minami 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.
William Mode (CRD# 4913676) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has over 18 years of experience in the finance industry.
Ryan Mumy (CRD# 4673615) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Hickory, NC and has over 20 years of experience in the finance industry. Ryan Mumy 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.
John Nelson (CRD# 1667811) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 29 years of experience in the finance industry.
Peter Nelson (CRD# 5291361) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 16 years of experience in the finance industry.