Distance Metro area (25 miles)
- 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
Lydell Thompson (CRD# 4648529) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mount Airy, NC and has over 13 years of experience in the finance industry. Lydell Thompson 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.
Lilnette Phillips (CRD# 4791589) is an Investment Advisor Representative working at Credit Union Investment Services in Mount Airy, NC and has over 12 years of experience in the finance industry.