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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
Steve Williams (CRD# 4209473) is an Investment Advisor Representative working at Lpl Financial LLC in Asheboro, NC and has over 23 years of experience in the finance industry.
Jeffrey Albright (CRD# 3262336) is an Investment Advisor Representative working at Creative Planning in Climax, NC and has over 24 years of experience in the finance industry.
Julio Aller (CRD# 2592897) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greensboro, NC and has over 28 years of experience in the finance industry.
William Armfield (CRD# 5494240) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in High Point, NC and has over 16 years of experience in the finance industry.
David Austin (CRD# 6944292) is an Investment Advisor Representative working at Lpl Financial LLC in High Point, NC and has over 5 years of experience in the finance industry.
Shannon Avery (CRD# 6689021) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 7 years of experience in the finance industry.
John Bailey (CRD# 1279694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 39 years of experience in the finance industry.
Jeffrey Barker (CRD# 1907737) is an Investment Advisor Representative working at Securities America Advisors, Inc. in High Point, NC and has over 34 years of experience in the finance industry.
Zachary Barnes (CRD# 6582629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in High Point, NC and has over 8 years of experience in the finance industry.
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry. David Belk 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.