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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
Brandon Helms (CRD# 5225385) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Timothy Hicks (CRD# 6496702) is an Investment Advisor Representative working at Hicks Financial Partners, LLC in Southern Pines, NC and has over 9 years of experience in the finance industry. Timothy Hicks 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.
Edward Hill (CRD# 6008804) is an Investment Advisor Representative working at Lpl Financial LLC in West End, NC and has over 12 years of experience in the finance industry.
Laurel Johnson (CRD# 4960297) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 18 years of experience in the finance industry.
Matthew Johnson (CRD# 5484106) is an Investment Advisor Representative working at Defining Legacy Advisors in Greensboro, NC and has over 15 years of experience in the finance industry. Matthew Johnson 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.
Ronald Kaper (CRD# 1813411) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Greensboro, NC and has over 25 years of experience in the finance industry.
Emily Keagle (CRD# 4429868) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 22 years of experience in the finance industry.
Joshua Keagle (CRD# 5844366) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 12 years of experience in the finance industry.
Charles Kern (CRD# 2404048) is an Investment Advisor Representative working at Pilot Investment Services, LLC in Greensboro, NC and has over 30 years of experience in the finance industry.
Kenny Kidd (CRD# 5787491) is an Investment Advisor Representative working at Lpl Financial LLC in Asheboro, NC and has over 13 years of experience in the finance industry.