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Distance Only Pittsboro, NC
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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
Bradley Bishop (CRD# 1441255) is an Investment Advisor Representative working at Namtaf Advisors, LLC in Pittsboro, NC and has over 31 years of experience in the finance industry.
Paul Finkel (CRD# 1620027) is an Investment Advisor Representative working at Queenfin LLC in Pittsboro, NC and has over 37 years of experience in the finance industry.
David Hackney (CRD# 4199068) is an Investment Advisor Representative working at Money Concepts Advisory Service in Pittsboro, NC and has over 23 years of experience in the finance industry.
Kevin Maley (CRD# 6835722) is an Investment Advisor Representative working at Edward Jones in Pittsboro, NC and has over 6 years of experience in the finance industry.
Blake Stewart (CRD# 6756569) is an Investment Advisor Representative working at Edward Jones in Pittsboro, NC and has over 7 years of experience in the finance industry.
James Thomas (CRD# 6066514) is an Investment Advisor Representative working at Credit Union Investment Services in Pittsboro, NC and has over 11 years of experience in the finance industry.
Chadwick Virgil (CRD# 4434664) is an Investment Advisor Representative working at Edward Jones in Pittsboro, NC and has over 22 years of experience in the finance industry. Chadwick Virgil 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 Whitman (CRD# 5738461) is an Investment Advisor Representative working at Millennium Planning Group, LLC in Pittsboro, NC and has over 14 years of experience in the finance industry. Michael Whitman 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.
Shari Becker (CRD# 7754260) is an Investment Advisor Representative working at Edward Jones in Pittsboro, NC and has 1 year of experience in the finance industry.
Joshua Murray (CRD# 7833523) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pittsboro, NC and has 1 year of experience in the finance industry.