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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
Carl Grubb (CRD# 7415316) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 2 years of experience in the finance industry.
Kelly Smith (CRD# 3085514) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 3 years of experience in the finance industry.
Robert Aiken (CRD# 2237594) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 31 years of experience in the finance industry.
Jennifer Astles (CRD# 5014047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord, NC and has over 18 years of experience in the finance industry.
Luann Barnes (CRD# 3193187) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Concord, NC and has over 25 years of experience in the finance industry.
David Baucom (CRD# 4905902) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, NC and has over 19 years of experience in the finance industry.
Tonya Bobbitt (CRD# 6385298) is an Investment Advisor Representative working at Advice And Planning Services in Monroe, NC and has over 9 years of experience in the finance industry.
David Bolick (CRD# 2726027) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salisbury, NC and has over 28 years of experience in the finance industry.
Christopher Borras (CRD# 3064000) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 25 years of experience in the finance industry.
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 26 years of experience in the finance industry. Norman Bradshaw 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.