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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
Harry Crosby (CRD# 4730376) is an Investment Advisor Representative working at Edward Jones in Spruce Pine, NC and has over 20 years of experience in the finance industry.
Thomas Perkins (CRD# 7050983) is an Investment Advisor Representative working at Edward Jones in Spruce Pine, NC and has over 5 years of experience in the finance industry.
Danielle Dayton (CRD# 7415853) is an Investment Advisor Representative working at Credit Union Investment Services in Spruce Pine, NC and has over 2 years of experience in the finance industry.
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.
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry. Jonathan Allen 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.
Matthew Bagley (CRD# 2892227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 24 years of experience in the finance industry. Matthew Bagley 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.
Regina Banks (CRD# 1456293) is an Investment Advisor Representative working at Lpl Financial LLC in Blowing Rock, NC and has over 38 years of experience in the finance industry.
John Barrier (CRD# 5509336) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 7 years of experience in the finance industry. John Barrier 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.