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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
Dana Dawson (CRD# 6411669) is an Investment Advisor Representative working at Credit Union Investment Services in Wilson, NC and has over 9 years of experience in the finance industry.
Robert Edmondson (CRD# 1175982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 19 years of experience in the finance industry.
Kenneth Hill (CRD# 2338250) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 30 years of experience in the finance industry. Kenneth Hill 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.
Kim Hoffman (CRD# 2514995) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 29 years of experience in the finance industry. Kim Hoffman 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.
Garland Homes (CRD# 714042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 42 years of experience in the finance industry.
Leigh Anne Jackson (CRD# 4498369) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 12 years of experience in the finance industry.
Colin Leisy (CRD# 1270224) is an Investment Advisor Representative working at Avantax Advisory Services in Wilson, NC and has over 16 years of experience in the finance industry. Colin Leisy 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 Monaghan (CRD# 2890309) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Wilson, NC and has over 26 years of experience in the finance industry.
Randy Moorehead (CRD# 4401484) is an Investment Advisor Representative working at Level Four Advisory Services in Wilson, NC and has over 22 years of experience in the finance industry.
Mary Sargent (CRD# 5710395) is an Investment Advisor Representative working at Level Four Advisory Services in Wilson, NC and has over 14 years of experience in the finance industry.