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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
Lisa Balducci (CRD# 4809939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 19 years of experience in the finance industry.
Jillian Davis (CRD# 5144080) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Statesville, NC and has over 11 years of experience in the finance industry.
Williams Encarnacion (CRD# 7497485) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Statesville, NC and has 1 year of experience in the finance industry.
Steve Englebert (CRD# 7436219) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 2 years of experience in the finance industry.
Lisa Fox (CRD# 7265444) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Statesville, NC and has 1 year of experience in the finance industry.
Nicolas Gilliam (CRD# 5204008) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Statesville, NC and has over 17 years of experience in the finance industry.
James Shoobridge (CRD# 7089882) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 4 years of experience in the finance industry.
Barbara Witteborn (CRD# 4952768) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Statesville, NC and has over 8 years of experience in the finance industry.
Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.
Jarrod Adams (CRD# 4682375) is an Investment Advisor Representative working at Jarrod Adams Investing, LLC in Mooresville, NC and has over 11 years of experience in the finance industry.