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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
Carrie Jones (CRD# 5142723) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gastonia, NC and has over 16 years of experience in the finance industry.
Frances Kerhulas (CRD# 1286909) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 35 years of experience in the finance industry.
Christopher Leazer (CRD# 2670649) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 28 years of experience in the finance industry. Christopher Leazer 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.
Joseph Leonard (CRD# 1197960) is an Investment Advisor Representative working at Leonard Wealth Management, LLC in Lincolnton, NC and has over 40 years of experience in the finance industry.
Ashlie Link (CRD# 6639133) is an Investment Advisor Representative working at Credit Union Investment Services in Lincolnton, NC and has over 7 years of experience in the finance industry.
James Love (CRD# 4669176) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gastonia, NC and has over 21 years of experience in the finance industry.
Richard Mahon (CRD# 726837) is an Investment Advisor Representative working at Lpl Financial LLC in Spartanburg, SC and has over 39 years of experience in the finance industry.
Donald Martin (CRD# 3027856) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spartanburg, SC and has over 23 years of experience in the finance industry.
Angela Mauney (CRD# 6505907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 7 years of experience in the finance industry.
John Mauney (CRD# 6268393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 10 years of experience in the finance industry.