Distance Metro area (25 miles)
- 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
James Lalor (CRD# 6042766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pineville, NC and has over 5 years of experience in the finance industry.
Mary Wanis Barsoum (CRD# 6348196) is an Investment Advisor Representative working at Credit Union Investment Services in Pineville, NC and has over 3 years of experience in the finance industry.
Tony Montanari (CRD# 3089483) is the Founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a five-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony began his career in financial services in 1998 and spent his first 11 years with two large Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for local employers such as Cisco Systems, CREE, JDS...
Luther Lockwood (CRD# 2082331) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Charlotte, NC and has over 25 years of experience in the financal services industry. His complete biography and information regarding his firm and practice is available at the MBL Advisors website.
Frederic Jones (CRD# 2156847) is an Investment Advisor Representative working at Signator Investors, Inc. in Charlotte, NC and has over 26 years of experience in the finance industry. Frederic Jones 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.