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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
Zachary Smith (CRD# 2186986) is an Investment Advisor Representative working at Northside Group Wealth Management, LLC in Mount Airy, NC and has over 32 years of experience in the finance industry. Zachary 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.
Matthew Voreh (CRD# 4418853) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mount Airy, NC and has over 22 years of experience in the finance industry.
Randy Joyce (CRD# 7532840) is an Investment Advisor Representative working at Edward Jones in Mount Airy, NC and has 1 year of experience in the finance industry.
Neil Allerton (CRD# 6219948) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 10 years of experience in the finance industry.
William Amburn (CRD# 4580843) is an Investment Advisor Representative working at Cannon Wealth Management Services in King, NC and has over 13 years of experience in the finance industry.
Nicholas Baker (CRD# 6222468) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 10 years of experience in the finance industry.
Laura Banasiewicz (CRD# 1391387) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 34 years of experience in the finance industry. Laura Banasiewicz 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.
Frank Beals (CRD# 2690147) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 28 years of experience in the finance industry.
Samuel Beasley (CRD# 5934327) is an Investment Advisor Representative working at Edward Jones in Galax, VA and has over 12 years of experience in the finance industry.
Timothy Bowles (CRD# 2116589) is an Investment Advisor Representative working at Cuso Financial Services in Tobaccoville, NC and has over 33 years of experience in the finance industry.