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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
John Kilian (CRD# 5322296) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 15 years of experience in the finance industry.
Jeffrey Kirkpatrick (CRD# 3069597) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 25 years of experience in the finance industry.
Paul Knott (CRD# 2958392) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 26 years of experience in the finance industry. Paul Knott 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.
Edward Knox (CRD# 1587302) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wilmington, NC and has over 37 years of experience in the finance industry.
Meredith Koenig (CRD# 5346851) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 16 years of experience in the finance industry.
Kevin Kramer (CRD# 6768716) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 6 years of experience in the finance industry.
Steven Krasnipol (CRD# 1880649) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 34 years of experience in the finance industry. Steven Krasnipol 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.
Patricia Kusek (CRD# 4148218) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 24 years of experience in the finance industry.
Gregory Kutrow (CRD# 2562174) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wilmington, NC and has over 29 years of experience in the finance industry. Gregory Kutrow 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.
Julie Lancaster (CRD# 2447432) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 30 years of experience in the finance industry.