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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
Richard Davis (CRD# 2417331) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salisbury, NC and has over 30 years of experience in the finance industry.
S Davis (CRD# 2275240) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Davidson, NC and has over 31 years of experience in the finance industry.
Glenn Deal (CRD# 1978148) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Taylorsville, NC and has over 34 years of experience in the finance industry.
Theodore Delisi (CRD# 1708361) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 36 years of experience in the finance industry.
Jim Denton is the founding and managing partner of DFS Advisors, LLC. Jim began his financial planning career in 1989 as an account executive for a major insurance company and its affiliated securities firm. He has been in private practice since 1992, and founded DFS Advisors in 1998. He joined LPL Financial in March, 2019, and is a registered principal and registered representative with that firm.
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the U.S. Army in various command and staff capacities. He is a graduate of the US Army...
Steven Denton (CRD# 4676046) is an Investment Advisor Representative working at Merit Financial Advisors in Davidson, NC and has over 20 years of experience in the finance industry. Steven Denton 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 Deporre (CRD# 1805418) is an Investment Advisor Representative working at Hammerhead Financial Strategies, LLC in Conover, NC and has over 36 years of experience in the finance industry.
Thomas Dicristofaro (CRD# 2250651) is an Investment Advisor Representative working at Edelman Financial Engines in Mooresville, NC and has over 31 years of experience in the finance industry.
Joshua Dobi (CRD# 3175327) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cornelius, NC and has over 25 years of experience in the finance industry.
Shannon Dugger (CRD# 5390443) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 9 years of experience in the finance industry.