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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
Vincent Burke (CRD# 4540377) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
Nicole Casp (CRD# 2503646) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West End, NC and has over 19 years of experience in the finance industry.
Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry. Albert Chen 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.
Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Fidelis Financial in Southern Pines, NC and has over 9 years of experience in the finance industry.
Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 9 years of experience in the finance industry. Michael Conley 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.
Henry Dreher (CRD# 1029971) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 40 years of experience in the finance industry.
Ashley Driggers (CRD# 4636949) is an Investment Advisor Representative working at M Capital Wealth Management, LLC in Cheraw, SC and has over 16 years of experience in the finance industry.
William Eastman (CRD# 2253102) 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. William Eastman 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.
James Fitch (CRD# 2653181) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Pinehurst, NC and has over 28 years of experience in the finance industry.
Scott Geer (CRD# 2856896) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwood, NC and has over 26 years of experience in the finance industry.