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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
Gary Gragg (CRD# 4476409) is an Investment Advisor Representative working at Cps Investment Advisors in Shelby, NC and has over 24 years of experience in the finance industry.
Jason Gragg (CRD# 4476412) is an Investment Advisor Representative working at Cps Investment Advisors in Shelby, NC and has over 24 years of experience in the finance industry.
Jordan Greene (CRD# 6463364) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 8 years of experience in the finance industry.
James Guffey (CRD# 6103341) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 11 years of experience in the finance industry.
Bradley Harrill (CRD# 6849170) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has over 6 years of experience in the finance industry.
Jason Harrill (CRD# 6348052) is an Investment Advisor Representative working at Edward Jones in Rutherfordton, NC and has over 9 years of experience in the finance industry.
Beth Head (CRD# 6940243) is an Investment Advisor Representative working at Edward Jones in Landrum, SC and has over 5 years of experience in the finance industry.
David Helgeson (CRD# 3001532) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Morganton, NC and has over 26 years of experience in the finance industry. David Helgeson 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 Herbert (CRD# 4863357) is an Investment Advisor Representative working at Edward Jones in Fairview, NC and has over 19 years of experience in the finance industry.
Philip Howerton (CRD# 2040251) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morganton, NC and has over 34 years of experience in the finance industry.