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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
Emily Lee (CRD# 5876856) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bristol, TN and has over 9 years of experience in the finance industry. Emily Lee 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.
Susan Leonard (CRD# 4801984) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Banner Elk, NC and has over 18 years of experience in the finance industry. Susan Leonard 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.
Richard Malloy (CRD# 1081178) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Blowing Rock, NC and has over 41 years of experience in the finance industry.
Paul Manese (CRD# 4642565) is an Investment Advisor Representative working at Rcx Capital Group Advisors, LLC in Boone, NC and has over 17 years of experience in the finance industry.
Roy Mann (CRD# 4887958) is an Investment Advisor Representative working at Lpl Financial LLC in Bristol, TN and has over 19 years of experience in the finance industry.
Ember Martin (CRD# 3146688) is an Investment Advisor Representative working at Vested Wealth Advisors in Mountain City, TN and has over 25 years of experience in the finance industry. Ember Martin 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.
Robert McCuiston (CRD# 2117186) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boone, NC and has over 33 years of experience in the finance industry.
Philip McFarlane (CRD# 4332296) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bristol, TN and has over 23 years of experience in the finance industry.
James Miller (CRD# 3271006) is an Investment Advisor Representative working at Avantax Advisory Services in Boone, NC and has over 24 years of experience in the finance industry. James Miller 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.
Wiley Mock (CRD# 2747561) is an Investment Advisor Representative working at Edward Jones in Jefferson, NC and has over 27 years of experience in the finance industry.