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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
Les Dyer (CRD# 1882357) is an Investment Advisor Representative working at Triad Advisors, LLC in North Wilkesboro, NC and has over 35 years of experience in the finance industry.
Carla Hauser (CRD# 3211959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Wilkesboro, NC and has over 24 years of experience in the finance industry. Carla Hauser 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.
Chad Jones (CRD# 4507118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Wilkesboro, NC and has over 22 years of experience in the finance industry.
Charles Lyall (CRD# 2151827) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in North Wilkesboro, NC and has over 23 years of experience in the finance industry.
Carol Owens (CRD# 1194608) is an Investment Advisor Representative working at Lpl Financial LLC in North Wilkesboro, NC and has over 40 years of experience in the finance industry.
Trenton Walsh (CRD# 7256886) is an Investment Advisor Representative working at Triad Advisors, LLC in North Wilkesboro, NC and has 1 year of experience in the finance industry.
Timothy Alessi (CRD# 4420979) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wilkesboro, NC and has over 22 years of experience in the finance industry.
Toni Anderson (CRD# 5699016) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has over 14 years of experience in the finance industry.
Roderick Barnes (CRD# 2362862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in N Wilkesboro, NC and has over 30 years of experience in the finance industry.
Frank Beals (CRD# 2690147) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 28 years of experience in the finance industry.