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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
John Ritter (CRD# 4224189) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 23 years of experience in the finance industry.
Wesley Robbins (CRD# 4038227) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Johnson City, TN and has over 24 years of experience in the finance industry.
Gregory Schuette (CRD# 1082712) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Johnson City, TN and has over 37 years of experience in the finance industry. Gregory Schuette 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.
Jason Sirmon (CRD# 6280883) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 9 years of experience in the finance industry.
Phillip Smelser (CRD# 2338831) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Burnsville, NC and has over 26 years of experience in the finance industry.
Brackton Smith (CRD# 6533389) is an Investment Advisor Representative working at Lpl Financial LLC in Johnson City, TN and has over 8 years of experience in the finance industry. Brackton Smith 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.
Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has over 11 years of experience in the finance industry. Cassandra Smith 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.
Jonathan Smith (CRD# 5796572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Jefferson, NC and has over 13 years of experience in the finance industry.
Martin Sohovich (CRD# 3166113) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 25 years of experience in the finance industry.
Paul Soper (CRD# 1767196) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 36 years of experience in the finance industry.