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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
Robert Wagler (CRD# 5619708) is an Investment Advisor Representative working at Reliant Investment Partners, LLC in Pinehurst, NC and has over 15 years of experience in the finance industry.
Thomas Walters (CRD# 2668984) is an Investment Advisor Representative working at Level Four Advisory Services in Pinehurst, NC and has over 28 years of experience in the finance industry.
Ira Yermish (CRD# 1619786) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pinehurst, NC and has over 37 years of experience in the finance industry. Ira Yermish 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.
Michael Bucceri (CRD# 1970612) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
Chemerin Gregg (CRD# 5211282) is an Investment Advisor Representative working at Lpl Financial LLC in Pinehurst, NC and has over 12 years of experience in the finance industry. Chemerin Gregg 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 Hanlon (CRD# 7598581) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Pinehurst, NC and has 1 year of experience in the finance industry.
Brian Macintosh (CRD# 4955621) 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.
Richard Palmer (CRD# 6488910) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 4 years of experience in the finance industry. Richard Palmer 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.
Bobby Pulgarin (CRD# 7656262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has 1 year of experience in the finance industry.
Lorin Wagler (CRD# 7711607) is an Investment Advisor Representative working at Reliant Investment Partners, LLC in Pinehurst, NC and has 1 year of experience in the finance industry.