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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
Carol Owens (CRD# 1194608) is an Investment Advisor Representative working at Lpl Financial LLC in North Wilkesboro, NC and has over 40 years of experience in the finance industry.
Robert Palmer (CRD# 5611715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mooresville, NC and has over 15 years of experience in the finance industry.
Penny Paugh (CRD# 2756025) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 27 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.
William Payne (CRD# 5500704) is an Investment Advisor Representative working at Edward Jones in Denver, NC and has over 15 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.
Jeffery Peschel (CRD# 4972783) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hickory, NC and has over 18 years of experience in the finance industry.
Todd Petersen (CRD# 6619434) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Mill, SC and has over 8 years of experience in the finance industry.
Darhyl Pulley (CRD# 4881835) is an Investment Advisor Representative working at Lincoln Investment in Mooresville, NC and has over 19 years of experience in the finance industry.
Bruce Putnam (CRD# 4772953) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 19 years of experience in the finance industry.