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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 Greulich (CRD# 1087963) is an Investment Advisor Representative working at Reg Capital Advisors in Southport, NC and has over 38 years of experience in the finance industry.
Jonathan Grocott (CRD# 6096260) is an Investment Advisor Representative working at Lpl Financial LLC in Southport, NC and has over 11 years of experience in the finance industry.
Tammy Haygood (CRD# 5029457) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sunset Beach, NC and has over 18 years of experience in the finance industry.
Jeremy Jones (CRD# 4276180) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southport, NC and has over 23 years of experience in the finance industry. Jeremy Jones 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.
Robert Jones (CRD# 2153498) is an Investment Advisor Representative working at Edelman Financial Engines in Myrtle Beach, SC and has over 27 years of experience in the finance industry.
Nicholas Kaplenski (CRD# 5922845) is an Investment Advisor Representative working at Edward Jones in Southport, NC and has over 12 years of experience in the finance industry.
Daniel Kotovsky (CRD# 1444946) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southport, NC and has over 38 years of experience in the finance industry. Daniel Kotovsky 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.
Karen Large (CRD# 2483205) is an Investment Advisor Representative working at Edward Jones in Myrtle Beach, SC and has over 29 years of experience in the finance industry.
John Lawrence (CRD# 4858869) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southport, NC and has over 19 years of experience in the finance industry.
Donald Lewis (CRD# 1301451) is an Investment Advisor Representative working at Lpl Financial LLC in Sunset Beach, NC and has over 39 years of experience in the finance industry. Donald Lewis 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.