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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
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.
Taylor Jones (CRD# 7038550) is an Investment Advisor Representative working at Edward Jones in Columbus, NC and has over 5 years of experience in the finance industry.
Adam Larsen (CRD# 6971524) is an Investment Advisor Representative working at Edward Jones in Shelby, NC and has over 5 years of experience in the finance industry.
Wallace Mason (CRD# 2060551) is an Investment Advisor Representative working at Advisory Services Network in Landrum, SC and has over 26 years of experience in the finance industry.
Patrick Mauney (CRD# 2228216) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shelby, NC and has over 31 years of experience in the finance industry.
Thomas McNichol (CRD# 2080083) is an Investment Advisor Representative working at Mml Investors Services, LLC in Shelby, NC and has over 33 years of experience in the finance industry.
Lena Meredith (CRD# 4715960) is an Investment Advisor Representative working at Park Avenue Securities LLC in Landrum, SC and has over 20 years of experience in the finance industry.
Carl Millard (CRD# 2477172) is an Investment Advisor Representative working at Andy Millard Advisory, LLC in Columbus, NC and has over 29 years of experience in the finance industry. Carl Millard 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.
Barbara Mull (CRD# 2108055) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boiling Springs, NC and has over 22 years of experience in the finance industry.