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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
Peter Kisver (CRD# 2726187) is an Investment Advisor Representative working at Horter Investment Management, LLC in Southern Pines, NC and has over 27 years of experience in the finance industry.
Jeffrey Kittrell (CRD# 1431757) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Southern Pines, NC and has over 6 years of experience in the finance industry. Jeffrey Kittrell 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.
John Kober (CRD# 1058225) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 40 years of experience in the finance industry. John Kober 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.
Brandon Livrago (CRD# 6157954) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, NC and has over 9 years of experience in the finance industry.
Audra Lubawski (CRD# 3223376) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southern Pines, NC and has over 24 years of experience in the finance industry. Audra Lubawski 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.
Brian Mathis (CRD# 2026320) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 25 years of experience in the finance industry.
Tracey McInnis (CRD# 4536940) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 21 years of experience in the finance industry. Tracey McInnis 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 Mitchell (CRD# 4488216) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 22 years of experience in the finance industry.
Dargan Moore (CRD# 4492828) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 22 years of experience in the finance industry.
Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.