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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
Kurt Culbert (CRD# 6866448) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 6 years of experience in the finance industry.
Richard Davis (CRD# 2417331) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salisbury, NC and has over 30 years of experience in the finance industry.
Patrick Dunston (CRD# 6181682) is an Investment Advisor Representative working at Edward Jones in Locust, NC and has over 10 years of experience in the finance industry.
Gregory Edds (CRD# 3046838) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salisbury, NC and has over 25 years of experience in the finance industry.
Kenneth Eirkson (CRD# 2229299) is an Investment Advisor Representative working at Synergy Investment Group, LLC in Kannapolis, NC and has over 32 years of experience in the finance industry.
John Euchner (CRD# 2798905) is an Investment Advisor Representative working at Mml Investors Services, LLC in Salisbury, NC and has over 27 years of experience in the finance industry.
Lexter Fennell (CRD# 5721496) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 14 years of experience in the finance industry.
Louis Fennell (CRD# 4259945) is an Investment Advisor Representative working at Victory Capital Management Inc. in Concord, NC and has over 23 years of experience in the finance industry.
Patrick Foley (CRD# 2280702) is an Investment Advisor Representative working at Edward Jones in New London, NC and has over 31 years of experience in the finance industry.
Cathy Foster (CRD# 4240408) is an Investment Advisor Representative working at Osaic Wealth, Inc. in China Grove, NC and has over 23 years of experience in the finance industry. Cathy Foster 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.