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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
Liam Gilroy (CRD# 6507551) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
Jonathan Greeson (CRD# 6503951) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Pikeville, NC and has over 9 years of experience in the finance industry. Jonathan Greeson 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.
Jimmy Hare (CRD# 1825152) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 35 years of experience in the finance industry.
Brent Hayes (CRD# 5915046) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kinston, NC and has over 12 years of experience in the finance industry.
Wilbur Hemby (CRD# 2565069) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 29 years of experience in the finance industry. Wilbur Hemby 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.
Janet Herring (CRD# 5553969) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 15 years of experience in the finance industry.
Kenneth Hill (CRD# 2338250) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 30 years of experience in the finance industry. Kenneth Hill 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.
Kim Hoffman (CRD# 2514995) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 29 years of experience in the finance industry. Kim Hoffman 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 Hoke (CRD# 6547506) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kenly, NC and has over 8 years of experience in the finance industry.
Garland Homes (CRD# 714042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 42 years of experience in the finance industry.