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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
Benjamin Lewis (CRD# 2583070) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheville, NC and has over 29 years of experience in the finance industry.
Mark Lewis (CRD# 5429645) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 14 years of experience in the finance industry.
Donna Lieder (CRD# 2899238) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Asheville, NC and has over 26 years of experience in the finance industry.
Anita Lynch (CRD# 2978950) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 20 years of experience in the finance industry.
Barry Macdonald (CRD# 4138058) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hendersonville, NC and has over 23 years of experience in the finance industry.
Robert Macdonald (CRD# 2388467) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hendersonville, NC and has over 30 years of experience in the finance industry. Robert Macdonald 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.
Anna Malia (CRD# 6942114) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 5 years of experience in the finance industry.
Richard Manske (CRD# 2372960) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 30 years of experience in the finance industry. Richard Manske 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.
Clint Martin (CRD# 5891222) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Asheville, NC and has over 11 years of experience in the finance industry.
Glen Martin (CRD# 4541684) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 24 years of experience in the finance industry. Glen Martin 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.