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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
Susan Riser Whitlock (CRD# 5287262) is an Investment Advisor Representative working at Namcoa in Mooresville, NC and has over 13 years of experience in the finance industry.
Charles Rogers (CRD# 3083764) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 25 years of experience in the finance industry.
Elizabeth Rogers (CRD# 3119982) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 24 years of experience in the finance industry.
Michelle Rokes (CRD# 1820657) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 36 years of experience in the finance industry. Michelle Rokes 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.
Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 27 years of experience in the finance industry. Wade Sanders 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.
Mitchell Sayers (CRD# 6334592) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 7 years of experience in the finance industry.
Alice Scarborough (CRD# 2503884) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has over 25 years of experience in the finance industry.
Sara Seasholtz (CRD# 867376) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 42 years of experience in the finance industry. Sara Seasholtz 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.
John Setzler (CRD# 1945515) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Hickory, NC and has over 34 years of experience in the finance industry.
Eric Sides (CRD# 2678247) is an Investment Advisor Representative working at Stonex Advisors Inc. in Statesville, NC and has over 28 years of experience in the finance industry.