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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
Rodney Matthews (CRD# 1300822) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 22 years of experience in the finance industry.
Mary McBroom (CRD# 6531940) is an Investment Advisor Representative working at Credit Union Investment Services in Durham, NC and has over 8 years of experience in the finance industry.
Molly McCormack (CRD# 4247900) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 23 years of experience in the finance industry.
Stephen McCormack (CRD# 5060266) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 18 years of experience in the finance industry.
Evan McCormick (CRD# 6233081) is an Investment Advisor Representative working at Investors Mosaic in Durham, NC and has over 10 years of experience in the finance industry.
Sean McGill (CRD# 2325931) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 31 years of experience in the finance industry.
Raymond Menna (CRD# 1918097) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 34 years of experience in the finance industry. Raymond Menna 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.
Andrew Metz (CRD# 4979299) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 12 years of experience in the finance industry.
John Mobley (CRD# 5895722) is an Investment Advisor Representative working at Credit Union Investment Services in Wake Forest, NC and has over 13 years of experience in the finance industry.
Gerald Monahan (CRD# 2955944) is an Investment Advisor Representative working at Avantax Advisory Services in Durham, NC and has over 26 years of experience in the finance industry.