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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
Thomas Daniels (CRD# 1434956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goldsboro, NC and has over 37 years of experience in the finance industry.
Athena Doty (CRD# 4056816) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 15 years of experience in the finance industry.
Donald Duggin (CRD# 5664000) is an Investment Advisor Representative working at Edward Jones in Smithfield, NC and has over 14 years of experience in the finance industry.
Frank Fisher (CRD# 2331150) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Goldsboro, NC and has over 30 years of experience in the finance industry. Frank Fisher 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.
Charles Foss (CRD# 1126421) is an Investment Advisor Representative working at Gradient Investments, LLC in La Grange, NC and has over 30 years of experience in the finance industry.
John Goetke (CRD# 2050266) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clinton, NC and has over 33 years of experience in the finance industry.
Jonathan Greeson (CRD# 6503951) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Pikeville, NC and has over 9 years of experience in the finance industry. Jonathan Greeson 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.
Bryan Griffin (CRD# 4232666) is an Investment Advisor Representative working at Edward Jones in Clinton, NC and has over 17 years of experience in the finance industry.
Jimmy Hare (CRD# 1825152) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 35 years of experience in the finance industry.
Tracy Harrison (CRD# 4357552) is an Investment Advisor Representative working at Edward Jones in Smithfield, NC and has over 6 years of experience in the finance industry.