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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
James Parrish (CRD# 6045216) is an Investment Advisor Representative working at Credit Union Investment Services in Sanford, NC and has over 11 years of experience in the finance industry.
Miller Robins (CRD# 5833286) is an Investment Advisor Representative working at Captrust in Sanford, NC and has over 11 years of experience in the finance industry. Miller Robins 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.
Thomas Rosser (CRD# 4169112) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sanford, NC and has over 23 years of experience in the finance industry.
James Shearin (CRD# 2369120) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 30 years of experience in the finance industry.
Johnathan Stephens (CRD# 4567767) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Sanford, NC and has over 21 years of experience in the finance industry.
Charles Von Canon (CRD# 4601225) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry.
Milton West (CRD# 4486471) is an Investment Advisor Representative working at West Financial Strategies, Inc. in Sanford, NC and has 1 year of experience in the finance industry. Milton West 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.
Heather Wicker (CRD# 4727903) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 15 years of experience in the finance industry.
Timothy Wilson (CRD# 5450697) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sanford, NC and has over 16 years of experience in the finance industry.
Zachary Womble (CRD# 7063669) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 4 years of experience in the finance industry.