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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
Patrick Mauney (CRD# 2228216) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shelby, NC and has over 31 years of experience in the finance industry.
Thomas McNichol (CRD# 2080083) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelby, NC and has over 33 years of experience in the finance industry.
Lena Meredith (CRD# 4715960) is an Investment Advisor Representative working at Park Avenue Securities LLC in Landrum, SC and has over 20 years of experience in the finance industry.
Carl Millard (CRD# 2477172) is an Investment Advisor Representative working at Andy Millard Advisory, LLC in Columbus, NC and has over 29 years of experience in the finance industry. Carl Millard 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.
Philip Moore (CRD# 5533670) is an Investment Advisor Representative working at Edward Jones in Boiling Springs, SC and has over 15 years of experience in the finance industry.
Barbara Mull (CRD# 2108055) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boiling Springs, NC and has over 22 years of experience in the finance industry.
Lisa Murphy (CRD# 5987828) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 12 years of experience in the finance industry.
Tory Peterson (CRD# 872046) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 43 years of experience in the finance industry.
Boyd Phillips (CRD# 4592107) is an Investment Advisor Representative working at Eagle Strategies LLC in Marion, NC and has over 21 years of experience in the finance industry.
Robert Pitt (CRD# 1155978) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shelby, NC and has over 40 years of experience in the finance industry.