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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
Jeffrey Kittrell (CRD# 1431757) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Southern Pines, NC and has over 6 years of experience in the finance industry. Jeffrey Kittrell 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.
John Kober (CRD# 1058225) is an Investment Advisor Representative working at Newedge Advisors in Southern Pines, NC and has over 40 years of experience in the finance industry. John Kober 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.
Audra Lubawski (CRD# 3223376) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southern Pines, NC and has over 24 years of experience in the finance industry. Audra Lubawski 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.
Tracey McInnis (CRD# 4536940) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 21 years of experience in the finance industry. Tracey McInnis 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.
Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
Colleen O'donnell (CRD# 4751374) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 19 years of experience in the finance industry.
Michelle Robinson (CRD# 6434226) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 8 years of experience in the finance industry. Michelle Robinson 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.
Mary Spooner Rocca (CRD# 6905243) is an Investment Advisor Representative working at Edward Jones in Southern Pines, NC and has over 5 years of experience in the finance industry.
Todd Stout (CRD# 2425358) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
Merralee Thorpe (CRD# 5294491) is an Investment Advisor Representative working at Edward Jones in Southern Pines, NC and has over 16 years of experience in the finance industry.