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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
Michael Ashworth (CRD# 3069060) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 25 years of experience in the finance industry. Michael Ashworth 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.
George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 23 years of experience in the finance industry. George Baughman 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.
Julieta Botescu (CRD# 5247880) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 17 years of experience in the finance industry.
James Geddings (CRD# 5288953) is an Investment Advisor Representative working at Edward Jones in Tryon, NC and has over 17 years of experience in the finance industry.
Katheryn Gordon (CRD# 6339293) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 7 years of experience in the finance industry.
Lisa Murphy (CRD# 5987828) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 12 years of experience in the finance industry.
Tory Peterson (CRD# 872046) is an Investment Advisor Representative working at Lpl Financial LLC in Tryon, NC and has over 43 years of experience in the finance industry.
Ken Adams (CRD# 4333814) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 23 years of experience in the finance industry.
Lewis Akers (CRD# 2883544) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 26 years of experience in the finance industry. Lewis Akers 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.
Matthew Aldrich (CRD# 6180133) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 10 years of experience in the finance industry.