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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
Joshua Donley (CRD# 4556907) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 21 years of experience in the finance industry. Joshua Donley 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.
Sandlin Douglas (CRD# 4585417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 21 years of experience in the finance industry.
Dale Draughn (CRD# 6109058) is an Investment Advisor Representative working at Edward Jones in Mount Airy, NC and has over 10 years of experience in the finance industry.
George Draughn (CRD# 6898935) is an Investment Advisor Representative working at Edward Jones in Mount Airy, NC and has over 6 years of experience in the finance industry.
Abby Drawdy (CRD# 6674610) is an Investment Advisor Representative working at Credit Union Investment Services in Bermuda Run, NC and has over 7 years of experience in the finance industry.
John Dubose (CRD# 4526820) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 31 years of experience in the finance industry. Tracy Duncan 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.
David Dupont (CRD# 1848923) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Greensboro, NC and has over 35 years of experience in the finance industry.
Douglas Duvall (CRD# 4315958) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kernersville, NC and has over 23 years of experience in the finance industry.
Brandon Earl (CRD# 6388685) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 9 years of experience in the finance industry.