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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
Nina Lloyd (CRD# 5134770) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 17 years of experience in the finance industry.
James Magee (CRD# 6253014) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 10 years of experience in the finance industry.
William Morgan (CRD# 1532049) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Statesville, NC and has over 36 years of experience in the finance industry.
David Payne (CRD# 714070) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 38 years of experience in the finance industry.
Harold Perkins (CRD# 1219540) is an Investment Advisor Representative working at Continuum Financial, LLC in Statesville, NC and has over 24 years of experience in the finance industry.
Michelle Rokes (CRD# 1820657) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 35 years of experience in the finance industry. Michelle Rokes 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.
Sara Seasholtz (CRD# 867376) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 42 years of experience in the finance industry. Sara Seasholtz 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.
Eric Sides (CRD# 2678247) is an Investment Advisor Representative working at Stonex Advisors Inc. in Statesville, NC and has over 28 years of experience in the finance industry.
Brian Sohovich (CRD# 4299537) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 23 years of experience in the finance industry.
Kelsey Sowers (CRD# 7033291) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 5 years of experience in the finance industry.