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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
Jonathan Calhoun (CRD# 5874074) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilmington, NC and has over 13 years of experience in the finance industry.
Teresa Carroll (CRD# 6627933) is an Investment Advisor Representative working at Edward Jones in Bolivia, NC and has over 7 years of experience in the finance industry.
Jeffrey Carter (CRD# 4837484) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 19 years of experience in the finance industry.
Keith Carter (CRD# 5887012) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 13 years of experience in the finance industry. Keith Carter 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.
Ryan Casey (CRD# 6776936) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 6 years of experience in the finance industry. Ryan Casey 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.
Kenneth Catlett (CRD# 3222237) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 24 years of experience in the finance industry. Kenneth Catlett 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.
Bruce Chappell (CRD# 2471281) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 29 years of experience in the finance industry.
Stephen Chappell (CRD# 2130025) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 32 years of experience in the finance industry.
Jeffrey Cole (CRD# 4311527) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 23 years of experience in the finance industry.
John Coleman (CRD# 1619721) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 37 years of experience in the finance industry.