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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
Amber Creed (CRD# 6952330) is an Investment Advisor Representative working at Credit Union Investment Services in Pilot Mountain, NC and has over 5 years of experience in the finance industry.
Michael Russell (CRD# 6681908) is an Investment Advisor Representative working at Edward Jones in Pilot Mountain, NC and has over 7 years of experience in the finance industry.
Tiffany Smith (CRD# 7668219) is an Investment Advisor Representative working at Edward Jones in Pilot Mountain, NC and has 1 year of experience in the finance industry.
Michael Warren (CRD# 7279091) is an Investment Advisor Representative working at Edward Jones in Pilot Mountain, NC and has over 3 years of experience in the finance industry.
James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.
Paul Adkins (CRD# 6683568) is an Investment Advisor Representative working at Principal Securities, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
Neil Allerton (CRD# 6219948) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 10 years of experience in the finance industry.
William Amburn (CRD# 4580843) is an Investment Advisor Representative working at Cannon Wealth Management Services in King, NC and has over 13 years of experience in the finance industry.
Paul Anthony (CRD# 2672261) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry.
Zachary Ashburn (CRD# 6431731) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Winston Salem, NC and has over 8 years of experience in the finance industry. Zachary Ashburn 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.