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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 Wealthshield Partners, LLC in Pinehurst, NC and has over 16 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.
Vincent Burke (CRD# 4540377) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry. Albert Chen 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 31 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.
James Fitch (CRD# 2653181) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Pinehurst, NC and has over 28 years of experience in the finance industry.
Blanchard Granville (CRD# 1272094) is an Investment Advisor Representative working at Granville Wealth Management, Inc. in Pinehurst, NC and has over 39 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.
Gregory Grimshaw (CRD# 3159496) is an Investment Advisor Representative working at Edward Jones in Pinehurst, NC and has over 25 years of experience in the finance industry.
Michael Kostich (CRD# 2277939) is an Investment Advisor Representative working at Lpl Financial LLC in Pinehurst, NC and has over 31 years of experience in the finance industry.
John Lawson (CRD# 2087174) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Pinehurst, NC and has over 33 years of experience in the finance industry.
Barbara Lutke (CRD# 2775430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 27 years of experience in the finance industry.