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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
Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Pinehurst, NC and has over 10 years of experience in the finance industry. Mark Bare 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.
William Eastman (CRD# 2253102) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 25 years of experience in the finance industry. William Eastman 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.
Blanchard Granville (CRD# 1272094) is an Investment Advisor Representative working at Mid-atlantic Securities, Inc. in Pinehurst, NC and has over 33 years of experience in the finance industry. Blanchard Granville 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.
Betty King (CRD# 2908675) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pinehurst, NC and has over 20 years of experience in the finance industry. Betty King 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.
Thomas Lorenz (CRD# 1040653) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Pinehurst, NC and has over 19 years of experience in the finance industry. Thomas Lorenz 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.
Susan Parry (CRD# 2340301) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pinehurst, NC and has over 24 years of experience in the finance industry. Susan Parry 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.
Herman Perry (CRD# 1272032) is an Investment Advisor Representative working at Pinehurst Capital in Pinehurst, NC and has over 32 years of experience in the finance industry.
Dwight Pike (CRD# 1858078) is an Investment Advisor Representative working at Westport Resources Management Inc. in Pinehurst, NC and has over 23 years of experience in the finance industry.
Joseph Vaughan (CRD# 4382969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 16 years of experience in the finance industry. Joseph Vaughan 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.
Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 13 years of experience in the finance industry.