-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Ausley (CRD# 7665586) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wilson, NC and has 1 year of experience in the finance industry.
Elizabeth Barnes (CRD# 6173368) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has 1 year of experience in the finance industry.
Mary Bolton (CRD# 7439427) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has 1 year of experience in the finance industry. Mary Bolton 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.
Gentry Buchan (CRD# 6837013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has 1 year of experience in the finance industry.
Adam Bunn (CRD# 7889722) is an Investment Advisor Representative working at Edward Jones in Whitakers, NC and has 1 year of experience in the finance industry.
Christopher Canady (CRD# 5773253) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rocky Mount, NC and has over 14 years of experience in the finance industry.
Matthew Cracchiolo (CRD# 7713636) is an Investment Advisor Representative working at Lpl Financial LLC in Louisburg, NC and has 1 year of experience in the finance industry.
Gary Davis (CRD# 5481326) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Zebulon, NC and has over 13 years of experience in the finance industry.
Jacob Davis (CRD# 7635389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has 1 year of experience in the finance industry.
Charles Feehely (CRD# 7729916) is an Investment Advisor Representative working at Charles Michael Financial LLC in Wendell, NC and has 1 year of experience in the finance industry. Charles Feehely 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.