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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
Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry. Albert Chen 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.
Roger Dick (CRD# 1639662) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 28 years of experience in the finance industry.
William Eastman (CRD# 2253102) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 31 years of experience in the finance industry. William Eastman 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.
Kyle Eudy (CRD# 5573392) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 15 years of experience in the finance industry. Kyle Eudy 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.
Stephen Eudy (CRD# 6330901) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 9 years of experience in the finance industry.
James Fitch (CRD# 2653181) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Pinehurst, NC and has over 28 years of experience in the finance industry.
Patrick Foley (CRD# 2280702) is an Investment Advisor Representative working at Edward Jones in New London, NC and has over 31 years of experience in the finance industry.
David Gaskin (CRD# 4338784) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 23 years of experience in the finance industry.
Scott Geer (CRD# 2856896) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwood, NC and has over 26 years of experience in the finance industry.
Blanchard Granville (CRD# 1272094) is an Investment Advisor Representative working at Granville Wealth Management, Inc. in Pinehurst, NC and has over 39 years of experience in the finance industry. Blanchard Granville 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.