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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
Fred Liles (CRD# 1707282) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 36 years of experience in the finance industry.
Terri-ann Lindo (CRD# 2688508) is an Investment Advisor Representative working at Lpl Financial LLC in Durham, NC and has over 24 years of experience in the finance industry.
Darryl Lindsey (CRD# 1851737) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 35 years of experience in the finance industry.
Luciun Lovick (CRD# 6978417) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 6 years of experience in the finance industry.
Lisamarie Lozon (CRD# 2915086) is an Investment Advisor Representative working at Pinafore Wealth Counsel Inc. in Durham, NC and has over 26 years of experience in the finance industry.
Andrew Lynch (CRD# 5903027) is an Investment Advisor Representative working at Peak Wealth Group LLC in Wake Forest, NC and has over 12 years of experience in the finance industry.
Vickie Mach (CRD# 6055967) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 11 years of experience in the finance industry.
Christopher Manning (CRD# 6091885) is an Investment Advisor Representative working at Edward Jones in Henderson, NC and has over 11 years of experience in the finance industry.
Brian Marshburn (CRD# 4769215) is an Investment Advisor Representative working at Brevity & Associates in Wake Forest, NC and has over 20 years of experience in the finance industry. Brian Marshburn 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.
Michael Mastromarino (CRD# 4222443) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Wake Forest, NC and has over 23 years of experience in the finance industry.