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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
Kim Hoffman (CRD# 2514995) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 29 years of experience in the finance industry. Kim Hoffman 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.
Garland Homes (CRD# 714042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 42 years of experience in the finance industry.
Leigh Anne Jackson (CRD# 4498369) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 13 years of experience in the finance industry.
Frank Jolley (CRD# 1011372) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 42 years of experience in the finance industry.
Jessica Lamb (CRD# 4437310) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wendell, NC and has over 21 years of experience in the finance industry.
Colin Leisy (CRD# 1270224) is an Investment Advisor Representative working at Avantax Advisory Services in Wilson, NC and has over 16 years of experience in the finance industry. Colin Leisy 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.
Nathan Lindeman (CRD# 5116830) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 15 years of experience in the finance industry.
Patrick Lyons (CRD# 2628045) is an Investment Advisor Representative working at Lyons Den Capital, LLC in Zebulon, NC and has over 28 years of experience in the finance industry.
Christopher Manning (CRD# 6091885) is an Investment Advisor Representative working at Edward Jones in Henderson, NC and has over 11 years of experience in the finance industry.
Lesia McKenzie (CRD# 5854761) is an Investment Advisor Representative working at Edward Jones in Wendell, NC and has over 13 years of experience in the finance industry.