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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
Colleen Mitchell (CRD# 2397663) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheboro, NC and has over 26 years of experience in the finance industry.
John Nee (CRD# 1060118) is an Investment Advisor Representative working at Equitable Advisors, LLC in Asheboro, NC and has over 36 years of experience in the finance industry.
Jason Ortiz (CRD# 2909709) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheboro, NC and has over 26 years of experience in the finance industry.
Brett Thomas (CRD# 3173739) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has over 25 years of experience in the finance industry.
Joseph Thomas (CRD# 1040149) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has over 42 years of experience in the finance industry.
Ronald Woody (CRD# 1349560) is an Investment Advisor Representative working at Global Retirement Partners LLC in Asheboro, NC and has over 39 years of experience in the finance industry. Ronald Woody 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.
Tyler Hickernell (CRD# 7696548) is an Investment Advisor Representative working at Edward Jones in Asheboro, NC and has 1 year of experience in the finance industry.
Scott Kauffman (CRD# 7729829) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has 1 year of experience in the finance industry.
Preston Russell (CRD# 7581781) is an Investment Advisor Representative working at Equitable Advisors, LLC in Asheboro, NC and has 1 year of experience in the finance industry.
Daryn Trogdon (CRD# 7780250) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Asheboro, NC and has 1 year of experience in the finance industry.