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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
Tara Hicks (CRD# 6723835) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hickory, NC and has over 6 years of experience in the finance industry.
Kirk Hobart (CRD# 5716932) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Hickory, NC and has over 14 years of experience in the finance industry.
Sigmond Holcomb (CRD# 5547252) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Conover, NC and has over 15 years of experience in the finance industry.
Alexander Johnson (CRD# 7165444) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 4 years of experience in the finance industry.
Kathy Kuczenski (CRD# 6911257) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Newton, NC and has over 5 years of experience in the finance industry.
Jaclyn McGrew (CRD# 7374885) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lincolnton, NC and has over 2 years of experience in the finance industry.
Sarah Montgomery (CRD# 7426686) is an Investment Advisor Representative working at Lpl Financial LLC in Hickory, NC and has 1 year of experience in the finance industry.
Timothy Olsen (CRD# 3126820) is an Investment Advisor Representative working at Wells Fargo Advisors in Nebo, NC and has over 25 years of experience in the finance industry.
Bradley Oxford (CRD# 7562023) is an Investment Advisor Representative working at Credit Union Investment Services in Hickory, NC and has 1 year of experience in the finance industry. Bradley Oxford 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.
Paul Parker (CRD# 3042629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincolnton, NC and has over 25 years of experience in the finance industry.