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Distance Only Waxhaw, NC
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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
Thomas Grimm (CRD# 2702276) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Waxhaw, NC and has over 27 years of experience in the finance industry.
Terry Haines (CRD# 2266512) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waxhaw, NC and has over 31 years of experience in the finance industry.
Leo Harrington (CRD# 2750327) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Waxhaw, NC and has over 27 years of experience in the finance industry.
Kenneth Herrholz (CRD# 4811496) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waxhaw, NC and has over 19 years of experience in the finance industry.
Michael Holland (CRD# 2690126) is an Investment Advisor Representative working at Holland Capital Management, LLC in Waxhaw, NC and has over 26 years of experience in the finance industry. Michael Holland 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.
Winnie Knapp (CRD# 6564992) is an Investment Advisor Representative working at Transcend Financial Advisors Inc. in Waxhaw, NC and has over 8 years of experience in the finance industry. Winnie Knapp 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.
Marc La Vigne (CRD# 4207445) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waxhaw, NC and has over 23 years of experience in the finance industry.
Thomas McLean (CRD# 5747335) is an Investment Advisor Representative working at Edward Jones in Waxhaw, NC and has over 14 years of experience in the finance industry.
Michael McMillan (CRD# 2074889) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Waxhaw, NC and has over 8 years of experience in the finance industry.
Thomas Nardozzi (CRD# 5325664) is an Investment Advisor Representative working at Perpetual Wealth Advisors, LLC in Waxhaw, NC and has over 17 years of experience in the finance industry. Thomas Nardozzi 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.