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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
Patrick Lyons (CRD# 2628045) is an Investment Advisor Representative working at Lyons Den Capital, LLC in Zebulon, NC and has over 28 years of experience in the finance industry.
Brian White (CRD# 6199395) is an Investment Advisor Representative working at Edward Jones in Zebulon, NC and has over 9 years of experience in the finance industry.
Gary Davis (CRD# 5481326) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Zebulon, NC and has over 13 years of experience in the finance industry.
Michael Hileman (CRD# 7118266) is an Investment Advisor Representative working at Edward Jones in Zebulon, NC and has over 4 years of experience in the finance industry.
Leon Abbas (CRD# 1158688) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has over 24 years of experience in the finance industry. Leon Abbas 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.
Scott Abee (CRD# 1587979) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Raleigh, NC and has over 37 years of experience in the finance industry.
Stephanie Abee (CRD# 5888654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.
John Adams (CRD# 5412830) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Raleigh, NC and has over 16 years of experience in the finance industry. John Adams 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.
Lyn Adams (CRD# 2640119) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Raleigh, NC and has over 28 years of experience in the finance industry. Lyn Adams 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.
Peter Adcroft (CRD# 1388800) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Raleigh, NC and has over 38 years of experience in the finance industry.