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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
Taylor Whitford (CRD# 5328149) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 16 years of experience in the finance industry.
Cynthia Williams (CRD# 2775391) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 17 years of experience in the finance industry.
Kevin Zoltek (CRD# 4316596) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kinston, NC and has over 23 years of experience in the finance industry.
Hovey Aiken (CRD# 1227796) is an Investment Advisor Representative working at Wells Fargo Advisors in New Bern, NC and has over 40 years of experience in the finance industry.
Randy Albertson (CRD# 4485212) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has over 24 years of experience in the finance industry.
Ashley Carpenter (CRD# 7722032) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has 1 year of experience in the finance industry.
Bonnie Celia (CRD# 5694612) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Kinston, NC and has over 14 years of experience in the finance industry.
Michael Chestnutt (CRD# 4485213) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has over 24 years of experience in the finance industry. Michael Chestnutt 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.
Kayla Dunnell (CRD# 7430940) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has 1 year of experience in the finance industry.
Catherine Gauthier (CRD# 2886483) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jacksonville, NC and has over 21 years of experience in the finance industry.