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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
Kenan Kurtz (CRD# 7462722) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has 1 year of experience in the finance industry.
Robert Morgan (CRD# 7220719) is an Investment Advisor Representative working at Avantax Advisory Services in Galax, VA and has over 2 years of experience in the finance industry.
James Owings (CRD# 5076988) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Elkin, NC and has over 17 years of experience in the finance industry.
Stephen Patton (CRD# 7811891) is an Investment Advisor Representative working at Edward Jones in Wilkesboro, NC and has 1 year of experience in the finance industry.
Mitchell Phillips (CRD# 3042280) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Jefferso, NC and has over 25 years of experience in the finance industry.
Greg Sayers (CRD# 4530564) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marion, VA and has over 20 years of experience in the finance industry.
Anthony Shinault (CRD# 7071342) is an Investment Advisor Representative working at Avantax Advisory Services in Galax, VA and has over 4 years of experience in the finance industry. Anthony Shinault 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.
Jacqueline Vaughan (CRD# 3094722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Galax, VA and has over 4 years of experience in the finance industry.
Trenton Walsh (CRD# 7256886) is an Investment Advisor Representative working at Triad Advisors, LLC in North Wilkesboro, NC and has 1 year of experience in the finance industry.
William Warf (CRD# 7549667) is an Investment Advisor Representative working at Edward Jones in Marion, VA and has 1 year of experience in the finance industry.