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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
Jonathan Haynes (CRD# 2804180) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 26 years of experience in the finance industry.
Jacob Hedrick (CRD# 5851695) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in King, NC and has over 13 years of experience in the finance industry.
Calvin Hodgin (CRD# 4488166) is an Investment Advisor Representative working at Edward Jones in Pfafftown, NC and has over 22 years of experience in the finance industry. Calvin Hodgin 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.
Carla Hooker (CRD# 5055829) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 18 years of experience in the finance industry. Carla Hooker 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.
Gina Houser (CRD# 2341905) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boonville, NC and has over 30 years of experience in the finance industry. Gina Houser 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.
Juliana Lowe (CRD# 5967569) is an Investment Advisor Representative working at Credit Union Investment Services in Dobson, NC and has over 12 years of experience in the finance industry.
Seth Maynard (CRD# 5343503) is an Investment Advisor Representative working at Edward Jones in Rural Hall, NC and has over 16 years of experience in the finance industry.
James McKnight (CRD# 1967680) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Glade Valley, NC and has over 34 years of experience in the finance industry.
Aaron Misenheimer (CRD# 6691607) is an Investment Advisor Representative working at Edward Jones in Jonesville, NC and has over 7 years of experience in the finance industry.
Douglas Morgan (CRD# 4480828) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Galax, VA and has over 22 years of experience in the finance industry.