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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
Mark Conway (CRD# 4257558) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Williamston, NC and has over 20 years of experience in the finance industry.
Kasey Fletcher (CRD# 6868107) is an Investment Advisor Representative working at Edward Jones in Williamston, NC and has over 3 years of experience in the finance industry.
Merle Green (CRD# 1898777) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Williamston, NC and has over 8 years of experience in the finance industry.
Ashley Woolard (CRD# 4803076) is an Investment Advisor Representative working at Edward Jones in Williamston, NC and has over 16 years of experience in the finance industry.
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...
Jessica Albritton (CRD# 5805074) is an Investment Advisor Representative working at Credit Union Investment Services in Plymouth, NC and has over 3 years of experience in the finance industry.
Ross Allen (CRD# 6407186) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has over 2 years of experience in the finance industry. Ross Allen 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.
Rebecca Avery (CRD# 5116256) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Greenville, NC and has over 14 years of experience in the finance industry.
James Bengala (CRD# 1106654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, NC and has over 38 years of experience in the finance industry. James Bengala 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.
James Bennett (CRD# 6614865) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 4 years of experience in the finance industry.