-
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
Sumner Parham (CRD# 5068985) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 18 years of experience in the finance industry.
Larry Pelletier (CRD# 5516933) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry. Larry Pelletier 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.
Adam Persky (CRD# 4668851) is an Investment Advisor Representative working at Eagle Strategies LLC in New Bern, NC and has over 20 years of experience in the finance industry.
Richard Pugh (CRD# 2317745) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Jacksonville, NC and has over 31 years of experience in the finance industry. Richard Pugh 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.
Christopher Richey (CRD# 4664319) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 20 years of experience in the finance industry.
Daniel Roberts (CRD# 5335457) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 16 years of experience in the finance industry.
Matthew Rogers (CRD# 5072619) is an Investment Advisor Representative working at Level Four Advisory Services in La Grange, NC and has over 18 years of experience in the finance industry.
Christopher Rolf (CRD# 5359746) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 15 years of experience in the finance industry.
James Russo (CRD# 2838922) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 27 years of experience in the finance industry.
Casey Simpson (CRD# 6840063) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 6 years of experience in the finance industry.