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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
Wiley Mock (CRD# 2747561) is an Investment Advisor Representative working at Edward Jones in Jefferson, NC and has over 27 years of experience in the finance industry.
Douglas Morgan (CRD# 4480828) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Galax, VA and has over 22 years of experience in the finance industry.
Carol Owens (CRD# 1194608) is an Investment Advisor Representative working at Lpl Financial LLC in North Wilkesboro, NC and has over 40 years of experience in the finance industry.
Christopher Porter (CRD# 2302474) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Galax, VA and has over 31 years of experience in the finance industry.
Thomas Ren (CRD# 2729198) is an Investment Advisor Representative working at Crown Capital Securities, LP in Roaring River, NC and has over 27 years of experience in the finance industry.
Barry Revis (CRD# 5927176) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 12 years of experience in the finance industry.
Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 27 years of experience in the finance industry. Wade Sanders 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.
Jason Singleton (CRD# 4687918) is an Investment Advisor Representative working at Good Life Advisors, LLC in Elkin, NC and has over 20 years of experience in the finance industry.
Jonathan Smith (CRD# 5796572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Jefferson, NC and has over 13 years of experience in the finance industry.