-
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
Jeffrey Lau (CRD# 7117999) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, NC and has 1 year of experience in the finance industry.
Andrea Lowe (CRD# 3027541) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 26 years of experience in the finance industry.
Julie Scovel (CRD# 7576658) is an Investment Advisor Representative working at Credit Union Investment Services in Monroe, NC and has 1 year of experience in the finance industry.
Kathleen Shepherd (CRD# 7722937) is an Investment Advisor Representative working at Lincoln Investment in Albemarle, NC and has 1 year of experience in the finance industry.
Kelly Smith (CRD# 3085514) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 3 years of experience in the finance industry.
Sean Spooner (CRD# 7569198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, NC and has 1 year of experience in the finance industry.
Julie Thomas (CRD# 7412298) is an Investment Advisor Representative working at Edward Jones in Monroe, NC and has over 2 years of experience in the finance industry.
Melissa Thompson (CRD# 6429957) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Monroe, NC and has over 9 years of experience in the finance industry.
Ronald Wolfarth (CRD# 7709351) is an Investment Advisor Representative working at Edward Jones in Locust, NC and has 1 year of experience in the finance industry.