-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lee Larson (CRD# 4758758) is an Investment Advisor Representative working at Everstar Asset Management, LLC in Mooresville, NC and has over 19 years of experience in the finance industry.
Ioulia Link (CRD# 5647947) is an Investment Advisor Representative working at Credit Union Investment Services in Mooresville, NC and has over 15 years of experience in the finance industry. Ioulia Link 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.
Peter Livingston (CRD# 1486007) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 38 years of experience in the finance industry.
Nina Lloyd (CRD# 5134770) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 17 years of experience in the finance industry.
Michael Loeb (CRD# 6547493) is an Investment Advisor Representative working at Argosy Investors in Hickory, NC and has over 8 years of experience in the finance industry.
Justin Long (CRD# 5750987) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lenoir, NC and has over 14 years of experience in the finance industry.
Christiana Lovelace (CRD# 6766783) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 2 years of experience in the finance industry.
Janice Lowrance (CRD# 5390883) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 16 years of experience in the finance industry.
Charles Lyall (CRD# 2151827) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in North Wilkesboro, NC and has over 24 years of experience in the finance industry.
James Magee (CRD# 6253014) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 10 years of experience in the finance industry.