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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
Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southern Pines, NC and has over 5 years of experience in the finance industry.
Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 16 years of experience in the finance industry. Mark Bare 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.
Justin Bradford (CRD# 3252195) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 24 years of experience in the finance industry.
James Bullard (CRD# 5620095) is an Investment Advisor Representative working at Equitable Advisors, LLC in West End, NC and has over 13 years of experience in the finance industry.
Vincent Burke (CRD# 4540377) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry. Albert Chen 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.
Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Southern Pines, NC and has over 8 years of experience in the finance industry.
Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 9 years of experience in the finance industry. Michael Conley 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.
Rufus Crawley (CRD# 2969675) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 22 years of experience in the finance industry.
Henry Dreher (CRD# 1029971) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 40 years of experience in the finance industry.