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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
Nick Dell'aquila (CRD# 5024100) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.
Brandon Dembowiak (CRD# 5653741) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Oak Ridge, NC and has over 14 years of experience in the finance industry. Brandon Dembowiak 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.
Bryan Dixon (CRD# 4801362) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 19 years of experience in the finance industry.
Michael Dixon (CRD# 1792547) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has over 17 years of experience in the finance industry. Michael Dixon 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 Dixon (CRD# 2203822) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 32 years of experience in the finance industry.
Joshua Donley (CRD# 4556907) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 21 years of experience in the finance industry. Joshua Donley 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.
Sandlin Douglas (CRD# 4585417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 21 years of experience in the finance industry.
Abby Drawdy (CRD# 6674610) is an Investment Advisor Representative working at Credit Union Investment Services in Bermuda Run, NC and has over 7 years of experience in the finance industry.
John Dubose (CRD# 4526820) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 31 years of experience in the finance industry. Tracy Duncan 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.