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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 Beam (CRD# 6137255) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Morganton, NC and has over 11 years of experience in the finance industry.
John Black (CRD# 1598598) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 37 years of experience in the finance industry.
Thomas Blackwell (CRD# 2996539) is an Investment Advisor Representative working at Mml Investors Services, LLC in Morganton, NC and has over 26 years of experience in the finance industry.
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.
John Branstrom (CRD# 811112) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Morganton, NC and has over 41 years of experience in the finance industry.
Robert Brockland (CRD# 2318595) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morganton, NC and has over 31 years of experience in the finance industry.
Chad Burel (CRD# 6152037) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 11 years of experience in the finance industry.
Julie Byrne (CRD# 6793777) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has over 6 years of experience in the finance industry. Julie Byrne 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.
Charles Canady (CRD# 1061450) is an Investment Advisor Representative working at Principal Securities, Inc. in Boone, NC and has over 32 years of experience in the finance industry.
Christopher Cannon (CRD# 5852644) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morganton, NC and has over 13 years of experience in the finance industry.