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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
Jennifer Morehead (CRD# 6405661) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 9 years of experience in the finance industry.
Denis Moulton (CRD# 3132968) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Monroe, NC and has over 25 years of experience in the finance industry.
Douglas Nixon (CRD# 5865757) is an Investment Advisor Representative working at Lincoln Investment in Albemarle, NC and has over 13 years of experience in the finance industry.
Janet North (CRD# 7024187) is an Investment Advisor Representative working at Edward Jones in Monroe, NC and has over 5 years of experience in the finance industry.
James Robinson (CRD# 6388861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monroe, NC and has over 9 years of experience in the finance industry.
Jeffery Robinson (CRD# 3058621) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Troy, NC and has over 25 years of experience in the finance industry.
Andrew Rose (CRD# 2801149) is an Investment Advisor Representative working at Lpl Financial LLC in Albemarle, NC and has over 27 years of experience in the finance industry.
Brooke Senter (CRD# 4690337) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 19 years of experience in the finance industry.
David Smith (CRD# 3059488) is an Investment Advisor Representative working at Edward Jones in Monroe, NC and has over 14 years of experience in the finance industry.
Philip Stone (CRD# 5546003) is an Investment Advisor Representative working at Edward Jones in Rockingham, NC and has over 15 years of experience in the finance industry.