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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
Blaise Stevens (CRD# 5519296) is an Investment Advisor Representative working at Strategic Advisory Partners in Greensboro, NC and has over 15 years of experience in the finance industry. Blaise Stevens 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.
Hershel Stone (CRD# 2566053) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 29 years of experience in the finance industry. Hershel Stone 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.
Rebecca Stone (CRD# 4746791) is an Investment Advisor Representative working at Lpl Financial LLC in Martinsville, VA and has over 6 years of experience in the finance industry.
Gerald Summerlin (CRD# 2382714) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reidsville, NC and has over 30 years of experience in the finance industry. Gerald Summerlin 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.
Stuart Sutphin (CRD# 6547273) is an Investment Advisor Representative working at Open Doors Fp in Chatham, VA and has over 7 years of experience in the finance industry. Stuart Sutphin 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.
Phillip Thompson (CRD# 5974004) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 12 years of experience in the finance industry.
Jesse Wade (CRD# 4587904) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Martinsville, VA and has over 13 years of experience in the finance industry.
Patrick Wales (CRD# 6571110) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Danville, VA and has over 8 years of experience in the finance industry.
Clint Walker (CRD# 6457612) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 8 years of experience in the finance industry.
Marvin Waller (CRD# 4010177) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Danville, VA and has over 24 years of experience in the finance industry.