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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
Douglas Alden (CRD# 1029891) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Old Fort, NC and has over 31 years of experience in the finance industry.
Jean Alden (CRD# 1466344) is an Investment Advisor Representative working at Liberated Investor Advisors, LLC in Old Fort, NC and has over 16 years of experience in the finance industry.
Nicholas Aldridge (CRD# 5864228) is an Investment Advisor Representative working at Credit Union Investment Services in Black Mountain, NC and has over 13 years of experience in the finance industry.
Michael Ashworth (CRD# 3069060) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 25 years of experience in the finance industry. Michael Ashworth 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.
James Boles (CRD# 6936669) is an Investment Advisor Representative working at Edward Jones in Marion, NC and has over 5 years of experience in the finance industry.
Julieta Botescu (CRD# 5247880) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 17 years of experience in the finance industry.
Cynthia Boyle (CRD# 842081) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Landrum, SC and has over 41 years of experience in the finance industry.
John Boyle (CRD# 719492) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Landrum, SC and has over 43 years of experience in the finance industry.
Matthew Bright (CRD# 2332359) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Forest City, NC and has over 30 years of experience in the finance industry.
Tara Buckley (CRD# 1698521) is an Investment Advisor Representative working at Edward Jones in Gaffney, SC and has over 9 years of experience in the finance industry.