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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
Richard Winn (CRD# 4561422) is an Investment Advisor Representative working at Lpl Financial LLC in Shelby, NC and has over 21 years of experience in the finance industry.
Michael Collie (CRD# 4306671) is the owner of Collie Financial Planning, Inc., which has offices in Asheville and Black Mountain, NC. He has over 15 years of experience in the finance industry. Mike 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Joseph Baker (CRD# 7044211) is an Investment Advisor Representative working at Edward Jones in Swannanoa, NC and has over 4 years of experience in the finance industry.
Averyl Basolo (CRD# 7099649) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 4 years of experience in the finance industry.
Tiffany Bishop Freel (CRD# 6341170) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Landrum, SC and has over 9 years of experience in the finance industry.
Kathleen Bridges (CRD# 6265807) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shelby, NC and has over 8 years of experience in the finance industry.
James Bross (CRD# 7099602) is an Investment Advisor Representative working at Equitable Advisors, LLC in Forest City, NC and has over 4 years of experience in the finance industry.
Nicholas Cato (CRD# 7735879) is an Investment Advisor Representative working at Credit Union Investment Services in Shelby, NC and has 1 year of experience in the finance industry.
Brian Earley (CRD# 7672435) is an Investment Advisor Representative working at Allworth Financial, LP in Shelby, NC and has 1 year of experience in the finance industry.
Jonerik Hubbard (CRD# 7434481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Forest City, NC and has over 2 years of experience in the finance industry.