-
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
Michael Hayes (CRD# 5819438) is an Investment Advisor Representative working at Edward Jones in Troy, NC and has over 13 years of experience in the finance industry.
Jeffery Robinson (CRD# 3058621) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Troy, NC and has over 25 years of experience in the finance industry.
Keith Bell (CRD# 6072051) is an Investment Advisor Representative working at Credit Union Investment Services in Troy, NC and has over 4 years of experience in the finance industry.
Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 16 years of experience in the finance industry. Mark Bare 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.
Jerry Barrier (CRD# 2108700) is an Investment Advisor Representative working at Avantax Advisory Services in Albemarle, NC and has over 33 years of experience in the finance industry.
James Bullard (CRD# 5620095) is an Investment Advisor Representative working at Equitable Advisors, LLC in West End, NC and has over 13 years of experience in the finance industry.
Vincent Burke (CRD# 4540377) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 13 years of experience in the finance industry.
Kimberly Carpenter (CRD# 3232556) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Albemarle, NC and has over 24 years of experience in the finance industry.
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.