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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
James Toye (CRD# 4576181) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
Carrie Underwood (CRD# 6258120) is an Investment Advisor Representative working at Edward Jones in Fayetteville, NC and has over 9 years of experience in the finance industry.
Joseph Vaughan (CRD# 4382969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 22 years of experience in the finance industry. Joseph Vaughan 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.
Thomas Velevis (CRD# 2369373) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 30 years of experience in the finance industry. Thomas Velevis 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.
Robert Wagler (CRD# 5619708) is an Investment Advisor Representative working at Reliant Investment Partners, LLC in Pinehurst, NC and has over 15 years of experience in the finance industry.
Thomas Walters (CRD# 2668984) is an Investment Advisor Representative working at Level Four Advisory Services in Pinehurst, NC and has over 28 years of experience in the finance industry.
Max Weinstein (CRD# 4140389) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fayetteville, NC and has over 24 years of experience in the finance industry.
Michael White (CRD# 6488455) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 8 years of experience in the finance industry. Michael White 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.
Teresa White (CRD# 2203549) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 25 years of experience in the finance industry.
James Wilson (CRD# 1030311) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fayetteville, NC and has over 40 years of experience in the finance industry.