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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
Christopher Funk (CRD# 5487427) is an Investment Advisor Representative working at Edward Jones in Yadkinville, NC and has over 15 years of experience in the finance industry.
Michael Gerken (CRD# 2385192) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Newton, NC and has over 30 years of experience in the finance industry.
Charles Glenn (CRD# 2402562) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 30 years of experience in the finance industry.
Jeffrey Godsell (CRD# 6435960) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 9 years of experience in the finance industry.
Katie Goforth (CRD# 4847965) is an Investment Advisor Representative working at Edward Jones in Newton, NC and has over 19 years of experience in the finance industry.
James Gowen (CRD# 4773504) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 20 years of experience in the finance industry.
Matthew Haddad (CRD# 6904175) is an Investment Advisor Representative working at Dakota Wealth, LLC in Davidson, NC and has 1 year of experience in the finance industry.
Amanda Hall (CRD# 3043335) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winston Salem, NC and has over 25 years of experience in the finance industry.
Mitchell Harris (CRD# 4147451) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, NC and has over 23 years of experience in the finance industry. Mitchell Harris 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 Hauser (CRD# 3211959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Wilkesboro, NC and has over 24 years of experience in the finance industry. Carla Hauser 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.