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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
Robert Overman (CRD# 1435768) is an Investment Advisor Representative working at Triad Advisors, LLC in New Bern, NC and has over 38 years of experience in the finance industry.
Kevin Page (CRD# 2665568) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 28 years of experience in the finance industry.
Jessica Palatucci (CRD# 5108125) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Bern, NC and has over 17 years of experience in the finance industry.
Greg Patterson (CRD# 4409270) is an Investment Advisor Representative working at Commonwealth Financial Network in Morehead City, NC and has over 22 years of experience in the finance industry.
Larry Pelletier (CRD# 5516933) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry. Larry Pelletier 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.
Adam Persky (CRD# 4668851) is an Investment Advisor Representative working at Eagle Strategies LLC in New Bern, NC and has over 20 years of experience in the finance industry.
Christopher Richey (CRD# 4664319) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 20 years of experience in the finance industry.
Daniel Roberts (CRD# 5335457) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 16 years of experience in the finance industry.
Christopher Rolf (CRD# 5359746) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 15 years of experience in the finance industry.
James Russo (CRD# 2838922) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 27 years of experience in the finance industry.