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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
Steven Fisher (CRD# 6946221) is an Investment Advisor Representative working at Edward Jones in Valdese, NC and has over 5 years of experience in the finance industry.
Shawn Fleming (CRD# 5316725) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 17 years of experience in the finance industry.
Brian Fletcher (CRD# 1424846) is an Investment Advisor Representative working at Abaci Capital Advisors, LLC in Statesville, NC and has over 38 years of experience in the finance industry.
Robert Floyd (CRD# 1020841) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lenoir, NC and has over 41 years of experience in the finance industry.
John Foard (CRD# 4190660) is an Investment Advisor Representative working at Crown Private Wealth, LLC in Mooresville, NC and has over 17 years of experience in the finance industry. John Foard 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.
Michael Gerken (CRD# 2385192) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Newton, NC and has over 30 years of experience in the finance industry.
Joseph Gilleland (CRD# 2020951) is an Investment Advisor Representative working at Creativeone Securities, LLC in Stony Point, NC and has over 33 years of experience in the finance industry.
Ethan Gilley (CRD# 6280874) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has over 10 years of experience in the finance industry. Ethan Gilley 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.
Charles Glenn (CRD# 2402562) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 30 years of experience in the finance industry.
Jeffrey Godsell (CRD# 6435960) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 9 years of experience in the finance industry.