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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
Taylor Gresham (CRD# 6226931) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Southern Pines, NC and has 1 year of experience in the finance industry.
William Haddock (CRD# 7458102) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Sanford, NC and has over 2 years of experience in the finance industry.
William Hanlon (CRD# 7598581) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Pinehurst, NC and has 1 year of experience in the finance industry.
Mitchell Keiser (CRD# 7811757) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Southern Pines, NC and has 1 year of experience in the finance industry.
Brian Macintosh (CRD# 4955621) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry.
Richard Palmer (CRD# 6488910) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 4 years of experience in the finance industry. Richard Palmer 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.
Bobby Pulgarin (CRD# 7656262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has 1 year of experience in the finance industry.
Daniel Rush (CRD# 4434058) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Southern Pines, NC and has over 22 years of experience in the finance industry.
Jared Spencer (CRD# 2356795) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sanford, NC and has over 9 years of experience in the finance industry.
Renee Thomas (CRD# 6511189) is an Investment Advisor Representative working at Captrust in Sanford, NC and has over 7 years of experience in the finance industry.