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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
Susan Leonard (CRD# 4801984) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Banner Elk, NC and has over 18 years of experience in the finance industry. Susan Leonard 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.
Justin Lester (CRD# 5715545) is an Investment Advisor Representative working at Allied Investments in Johnson City, TN and has over 14 years of experience in the finance industry. Justin Lester 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.
Scott Linn (CRD# 4476411) is an Investment Advisor Representative working at Bcs Wealth Management, LLC in Johnson City, TN and has over 22 years of experience in the finance industry.
Brandon Linton (CRD# 3044471) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Johnson City, TN and has over 25 years of experience in the finance industry.
Justin Long (CRD# 5750987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lenoir, NC and has over 14 years of experience in the finance industry.
Maureen Maciver (CRD# 4203120) is an Investment Advisor Representative working at Cary Street Partners in Johnson City, TN and has over 23 years of experience in the finance industry.
Richard Malloy (CRD# 1081178) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Blowing Rock, NC and has over 41 years of experience in the finance industry.
Paul Manese (CRD# 4642565) is an Investment Advisor Representative working at Rcx Capital Group Advisors, LLC in Boone, NC and has over 17 years of experience in the finance industry.
Scott Marmo (CRD# 4546005) is an Investment Advisor Representative working at Marmo Financial Group, LLC in Johnson City, TN and has over 21 years of experience in the finance industry.
David Maurice (CRD# 2120949) is an Investment Advisor Representative working at Worthwhile Wealth Council in Johnson City, TN and has over 33 years of experience in the finance industry. David Maurice 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.