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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
Christopher Finney (CRD# 5056519) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, NC and has over 17 years of experience in the finance industry.
Kent Fleming (CRD# 6775506) is an Investment Advisor Representative working at Edward Jones in Bristol, TN and has over 6 years of experience in the finance industry.
Ron Fox (CRD# 709869) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bristol, TN and has over 37 years of experience in the finance industry.
Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 23 years of experience in the finance industry.
James Fuller (CRD# 1604257) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bristol, TN and has over 37 years of experience in the finance industry.
James Fuller (CRD# 3198061) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bristol, TN and has over 24 years of experience in the finance industry.
Alfred Gonzalez (CRD# 1861232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boone, NC and has over 35 years of experience in the finance industry.
Jean-louis Guinchard (CRD# 1983431) is an Investment Advisor Representative working at Rcx Capital Group Advisors, LLC in Boone, NC and has over 18 years of experience in the finance industry.
James Heaton (CRD# 1087823) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bristol, VA and has over 41 years of experience in the finance industry.
William Helms Jr (CRD# 3195389) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boone, NC and has over 25 years of experience in the finance industry. William Helms Jr 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.