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Distance Only Wilmington, 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
Michael Di Filippo (CRD# 1172055) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 40 years of experience in the finance industry.
Peter Difiore (CRD# 7041014) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Wilmington, NC and has over 5 years of experience in the finance industry.
Andrea Doolan (CRD# 5245352) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 17 years of experience in the finance industry.
Ashley Doyle (CRD# 4191484) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 18 years of experience in the finance industry. Ashley Doyle 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.
David Doyle (CRD# 2223517) is an Investment Advisor Representative working at Coastal Capital Management, LLC in Wilmington, NC and has over 32 years of experience in the finance industry.
William Dozier (CRD# 2804154) is an Investment Advisor Representative working at Wells Fargo Advisors in Wilmington, NC and has over 27 years of experience in the finance industry.
Randy Driskill (CRD# 2420740) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 30 years of experience in the finance industry.
Erin Dunn (CRD# 5098642) 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.
Louis Dworsky (CRD# 1689624) is an Investment Advisor Representative working at Zermatt Wealth Partners in Wilmington, NC and has over 36 years of experience in the finance industry.
Paul Edmunds (CRD# 2296808) is an Investment Advisor Representative working at Money Concepts Advisory Service in Wilmington, NC and has 1 year of experience in the finance industry. Paul Edmunds 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.