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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
Alfred Gonzalez (CRD# 1861232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boone, NC and has over 35 years of experience in the finance industry.
Jean-louis Guinchard (CRD# 1983431) is an Investment Advisor Representative working at Covenant Investment Capital, LLC in Boone, NC and has over 18 years of experience in the finance industry.
Carla Hauser (CRD# 3211959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Wilkesboro, NC and has over 24 years of experience in the finance industry. Carla Hauser 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.
William Helms Jr (CRD# 3195389) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boone, NC and has over 25 years of experience in the finance industry. William Helms Jr 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 Honeycutt (CRD# 4948340) is an Investment Advisor Representative working at Edward Jones in Linville, NC and has over 18 years of experience in the finance industry.
Chad Jones (CRD# 4507118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Wilkesboro, NC and has over 21 years of experience in the finance industry.
Craig Langston (CRD# 6612126) is an Investment Advisor Representative working at Edward Jones in Wilkesboro, NC and has over 7 years of experience in the finance industry.
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.
Robert Liverman (CRD# 7063768) is an Investment Advisor Representative working at Edward Jones in Sparta, NC and has over 4 years of experience in the finance industry.