Distance Only Rocky Mount, NC
- 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
James Tharin is an Investment Advisor Representative working at Emerald Asset Management, Inc in Rocky Mount, NC and has over 25 years of experience in the finance industry.
Emerald Asset Management, Inc. is a boutique Registered Investment Advisory Firm serving the investment and planning needs of Families, Individual Investors and Businesses. At Emerald Asset Management we consider it a privilege to continue our long-standing commtment to help our clients Protect and Grow their hard earned investment capital, and to help our clients enjoy the best qulity of life possible. We believe that...
Sean Gilsenan (CRD# 2426535) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has over 26 years of experience in the finance industry. Sean Gilsenan 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.