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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
Ryan Mumy (CRD# 4673615) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Hickory, NC and has over 20 years of experience in the finance industry. Ryan Mumy 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 Nelson (CRD# 1667811) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 29 years of experience in the finance industry.
Peter Nelson (CRD# 5291361) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hickory, NC and has over 16 years of experience in the finance industry.
Jared Newman (CRD# 4307181) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 23 years of experience in the finance industry.
Patrick Nielsen (CRD# 6971474) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 5 years of experience in the finance industry.
Thomas North (CRD# 2545220) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mooresville, NC and has over 28 years of experience in the finance industry. Thomas North 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.
Carol Owens (CRD# 1194608) is an Investment Advisor Representative working at Lpl Financial LLC in North Wilkesboro, NC and has over 40 years of experience in the finance industry.
Robert Palmer (CRD# 5611715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mooresville, NC and has over 15 years of experience in the finance industry.
Penny Paugh (CRD# 2756025) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 27 years of experience in the finance industry.
David Payne (CRD# 714070) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 38 years of experience in the finance industry.