-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Staples (CRD# 1093646) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 41 years of experience in the finance industry. James Staples 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.
Carla Steele (CRD# 5180291) is an Investment Advisor Representative working at Strathmore Capital Advisors in Statesville, NC and has over 17 years of experience in the finance industry.
John Stevenson (CRD# 2478575) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 29 years of experience in the finance industry.
Joel Torres (CRD# 5912941) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 12 years of experience in the finance industry.
Jennifer Walker (CRD# 6461086) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has over 8 years of experience in the finance industry.
Katherine Waters (CRD# 5594519) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Statesville, NC and has over 15 years of experience in the finance industry.
Deneen Wells (CRD# 6907658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 5 years of experience in the finance industry.
Michael Wilson (CRD# 5018938) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Statesville, NC and has over 18 years of experience in the finance industry.
Russell Winthrop (CRD# 2422635) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 30 years of experience in the finance industry.
Russell Ahlers (CRD# 4436733) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has 1 year of experience in the finance industry.