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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
Colleen O'donnell (CRD# 4751374) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 19 years of experience in the finance industry.
Gregory Pace (CRD# 5631219) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 15 years of experience in the finance industry.
Lisa Pace (CRD# 2174221) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 31 years of experience in the finance industry.
Charles Paderick (CRD# 5920951) is an Investment Advisor Representative working at Captrust in Sanford, NC and has over 12 years of experience in the finance industry. Charles Paderick 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 Parrish (CRD# 6045216) is an Investment Advisor Representative working at Credit Union Investment Services in Sanford, NC and has over 11 years of experience in the finance industry.
Troy Puchalski (CRD# 6721729) is an Investment Advisor Representative working at Edward Jones in West End, NC and has over 7 years of experience in the finance industry.
John Quiggle (CRD# 5142600) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Sanford, NC and has over 17 years of experience in the finance industry.
Miller Robins (CRD# 5833286) is an Investment Advisor Representative working at Captrust in Sanford, NC and has over 11 years of experience in the finance industry. Miller Robins 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.
Jeffery Robinson (CRD# 3058621) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Troy, NC and has over 25 years of experience in the finance industry.
Michelle Robinson (CRD# 6434226) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 8 years of experience in the finance industry. Michelle Robinson 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.