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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
Raymond Ezell (CRD# 4204897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 23 years of experience in the finance industry.
Jacob Farley (CRD# 6785706) is an Investment Advisor Representative working at Edward Jones in Travelers Rest, SC and has over 6 years of experience in the finance industry.
Angela Ferrell (CRD# 6021443) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 11 years of experience in the finance industry.
Melissa Finch (CRD# 6516385) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 8 years of experience in the finance industry.
Rhonda Fisher (CRD# 4176703) is an Investment Advisor Representative working at Secure Financial Solutions, Inc. in Greer, SC and has over 23 years of experience in the finance industry.
Jacques Fogel (CRD# 2918946) is an Investment Advisor Representative working at Fogel Investment Advisory Group, Inc. in Fletcher, NC and has over 26 years of experience in the finance industry.
Wendolyn Forbes (CRD# 5506633) is an Investment Advisor Representative working at Advisory Services Network in Waynesville, NC and has over 15 years of experience in the finance industry. Wendolyn Forbes 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.
Brent Ford (CRD# 5178547) is an Investment Advisor Representative working at White Oak Financial Management, Inc. in Asheville, NC and has over 17 years of experience in the finance industry. Brent Ford 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.
Daniel Fowler (CRD# 6409365) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, SC and has over 9 years of experience in the finance industry.