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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
Michael Daye (CRD# 5139159) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marion, NC and has over 16 years of experience in the finance industry.
Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 23 years of experience in the finance industry.
Ashley Gallion (CRD# 5138250) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 17 years of experience in the finance industry.
James Gentry (CRD# 6036784) is an Investment Advisor Representative working at Edward Jones in Burnsville, NC and has over 11 years of experience in the finance industry.
Alfred Gonzalez (CRD# 1861232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boone, NC and has over 35 years of experience in the finance industry.
Edwina Gowan (CRD# 4974531) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 17 years of experience in the finance industry.
Jordan Greene (CRD# 6463364) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 8 years of experience in the finance industry.
James Guffey (CRD# 6103341) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 11 years of experience in the finance industry.
Jean-louis Guinchard (CRD# 1983431) is an Investment Advisor Representative working at Covenant Investment Capital, LLC in Boone, NC and has over 18 years of experience in the finance industry.
David Helgeson (CRD# 3001532) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Morganton, NC and has over 26 years of experience in the finance industry. David Helgeson 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.