-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jon Neuhs (CRD# 1202684) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
David Nobles (CRD# 2152292) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 32 years of experience in the finance industry. David Nobles 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.
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.
Corey Overcash (CRD# 6358595) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lumberton, NC and has over 9 years of experience in the finance industry. Corey Overcash 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.
Richard Palmer (CRD# 2225117) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 31 years of experience in the finance industry.
Laura Pope (CRD# 6361755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 9 years of experience in the finance industry.
Anna Pottle (CRD# 6850460) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 6 years of experience in the finance industry.
David Pound (CRD# 4943476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 18 years of experience in the finance industry. David Pound 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.
Jonathan Proffitt (CRD# 6711822) is an Investment Advisor Representative working at Edward Jones in Fayetteville, NC and has over 7 years of experience in the finance industry.