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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
David Hunt (CRD# 1856105) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 35 years of experience in the finance industry. David Hunt 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.
Samuel Hylton (CRD# 2366502) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 30 years of experience in the finance industry. Samuel Hylton 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.
Leigh Anne Jackson (CRD# 4498369) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 13 years of experience in the finance industry.
Christopher Jenkins (CRD# 5599703) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, NC and has over 15 years of experience in the finance industry. Christopher Jenkins 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.
Frank Jolley (CRD# 1011372) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 42 years of experience in the finance industry.
Clifford Joyner (CRD# 5445668) is an Investment Advisor Representative working at Edward Jones in Nashville, NC and has over 16 years of experience in the finance industry.
Don Keel (CRD# 4623301) is an Investment Advisor Representative working at Keel & Long Financial Management, LLC in Greenville, NC and has over 15 years of experience in the finance industry. Don Keel 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.
Matthew Kennedy (CRD# 5722737) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has over 13 years of experience in the finance industry.
Charles Laughridge (CRD# 1410187) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, NC and has over 38 years of experience in the finance industry.
Colin Leisy (CRD# 1270224) is an Investment Advisor Representative working at Avantax Advisory Services in Wilson, NC and has over 16 years of experience in the finance industry. Colin Leisy 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.