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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
Lori Silverthorn (CRD# 5316961) is an Investment Advisor Representative working at Credit Union Investment Services in Morehead City, NC and has over 16 years of experience in the finance industry. Lori Silverthorn 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.
Casey Simpson (CRD# 6840063) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 6 years of experience in the finance industry.
Kirby Sloan (CRD# 6714410) is an Investment Advisor Representative working at Edward Jones in Morehead City, NC and has over 7 years of experience in the finance industry.
Joseph Spencer (CRD# 6504703) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has over 8 years of experience in the finance industry.
Michael Sprague (CRD# 6519562) is an Investment Advisor Representative working at Edward Jones in Havelock, NC and has over 8 years of experience in the finance industry.
Charlie Tingen (CRD# 2595927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Morehead City, NC and has over 28 years of experience in the finance industry.
Kelley Tyson (CRD# 5650880) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 14 years of experience in the finance industry.
Kevin Wagner (CRD# 1070463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, NC and has over 41 years of experience in the finance industry.
Cynthia Williams (CRD# 2775391) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 17 years of experience in the finance industry.
John Beraud (CRD# 7814240) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has 1 year of experience in the finance industry.