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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
Mark Davey (CRD# 5072947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 18 years of experience in the finance industry.
John Davis (CRD# 3028243) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenoir, NC and has over 26 years of experience in the finance industry.
Beth Deal (CRD# 2215907) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 31 years of experience in the finance industry.
Dustin Deal (CRD# 4580451) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 21 years of experience in the finance industry.
Glenn Deal (CRD# 1978148) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Taylorsville, NC and has over 34 years of experience in the finance industry.
Janna Deegan (CRD# 6574277) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 8 years of experience in the finance industry.
Theodore Delisi (CRD# 1708361) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 36 years of experience in the finance industry.
Jody Delvechio (CRD# 4546236) is an Investment Advisor Representative working at Lpl Financial LLC in Hickory, NC and has over 21 years of experience in the finance industry.
Jim Denton is the founding and managing partner of DFS Advisors, LLC. Jim began his financial planning career in 1989 as an account executive for a major insurance company and its affiliated securities firm. He has been in private practice since 1992, and founded DFS Advisors in 1998. He joined LPL Financial in March, 2019, and is a registered principal and registered representative with that firm.
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the U.S. Army in various command and staff capacities. He is a graduate of the US Army...
James Deporre (CRD# 1805418) is an Investment Advisor Representative working at Hammerhead Financial Strategies, LLC in Conover, NC and has over 36 years of experience in the finance industry.