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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
Daniel Collinson (CRD# 7569386) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Morganton, NC and has 1 year of experience in the finance industry.
Carolina Davidson (CRD# 7348107) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boone, NC and has 1 year of experience in the finance industry.
Bradley Dillard (CRD# 7576935) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has 1 year of experience in the finance industry.
Cristof Ensslin (CRD# 7793656) is an Investment Advisor Representative working at Pine Ridge Wealth LLC in Burnsville, NC and has 1 year of experience in the finance industry.
Michael Finch (CRD# 7053261) is an Investment Advisor Representative working at Credit Union Investment Services in Burnsville, NC and has over 4 years of experience in the finance industry. Michael Finch 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.
Zachary Green (CRD# 7742319) is an Investment Advisor Representative working at Edward Jones in Burnsville, NC and has 1 year of experience in the finance industry.
Jonathan Jackson (CRD# 7719494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Boone, NC and has 1 year of experience in the finance industry.
Sara Kaldahl (CRD# 7766737) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has 1 year of experience in the finance industry.
Makayla Lemly (CRD# 7868256) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Boone, NC and has 1 year of experience in the finance industry.
Tyler Moore (CRD# 7158506) is an Investment Advisor Representative working at Edward Jones in Sugar Mountain, NC and has 1 year of experience in the finance industry.