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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
Browning Sanderson (CRD# 6199384) is an Investment Advisor Representative working at Edward Jones in Newport, NC and has over 10 years of experience in the finance industry.
Lori Silverthorn (CRD# 5316961) is an Investment Advisor Representative working at Credit Union Investment Services in Morehead City, NC and has over 16 years of experience in the finance industry. Lori Silverthorn 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.
Randall Simpson (CRD# 4245943) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Swansboro, NC and has over 23 years of experience in the finance industry.
Kirby Sloan (CRD# 6714410) is an Investment Advisor Representative working at Edward Jones in Morehead City, NC and has over 7 years of experience in the finance industry.
Thomas Southern (CRD# 857660) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Bern, NC and has 1 year of experience in the finance industry.
Michael Sprague (CRD# 6519562) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 8 years of experience in the finance industry.
Deborah Tayloe (CRD# 4645918) is an Investment Advisor Representative working at Tayloe Financial Services, LLC in New Bern, NC and has over 20 years of experience in the finance industry. Deborah Tayloe 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.
Charlie Tingen (CRD# 2595927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Morehead City, NC and has over 28 years of experience in the finance industry.
Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 17 years of experience in the finance industry. Madeline Valente 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.
Taylor Whitford (CRD# 5328149) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 16 years of experience in the finance industry.