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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
Elizabeth Rogers (CRD# 3119982) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 24 years of experience in the finance industry.
Mitchell Sayers (CRD# 6334592) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 7 years of experience in the finance industry.
Alice Scarborough (CRD# 2503884) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has over 25 years of experience in the finance industry.
John Setzler (CRD# 1945515) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Hickory, NC and has over 34 years of experience in the finance industry.
Cynthia Sherrill (CRD# 6161140) is an Investment Advisor Representative working at Commonwealth Financial Network in Lincolnton, NC and has over 11 years of experience in the finance industry.
Adam Smith (CRD# 6962103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 5 years of experience in the finance industry.
Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has over 11 years of experience in the finance industry. Cassandra Smith 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.
Robert Smith (CRD# 6600354) is an Investment Advisor Representative working at Thayer Financial, LLC in Hickory, NC and has over 8 years of experience in the finance industry. Robert Smith 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.
Martin Sohovich (CRD# 3166113) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 25 years of experience in the finance industry.
Paul Soper (CRD# 1767196) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 36 years of experience in the finance industry.