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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
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.
Thomas Prybylo (CRD# 826638) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Winston Salem, NC and has over 44 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.
David Raudman (CRD# 4324116) is an Investment Advisor Representative working at Independent Financial Partners in Denver, NC and has over 23 years of experience in the finance industry. David Raudman 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.
Richard Reber (CRD# 5506442) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 15 years of experience in the finance industry. Richard Reber 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.
Steven Reese (CRD# 5083819) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 18 years of experience in the finance industry.
Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Mindful Financial LLC in Winston Salem, NC and has over 14 years of experience in the finance industry. Austin Reid 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.