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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
James Norris (CRD# 3155865) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 25 years of experience in the finance industry. James Norris 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.
Kale Olson (CRD# 4328394) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Asheville, NC and has over 22 years of experience in the finance industry.
Sharon Osmondson (CRD# 2905465) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheville, NC and has over 26 years of experience in the finance industry.
Jeffery Palmer (CRD# 2033537) is an Investment Advisor Representative working at Prudential Financial Planning Services in Asheville, NC and has over 33 years of experience in the finance industry.
Gary Parris (CRD# 5761374) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Asheville, NC and has over 12 years of experience in the finance industry.
Brianna Parrott Parkins (CRD# 6328757) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheville, NC and has over 9 years of experience in the finance industry.
Kevin Pasarilla (CRD# 6004917) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Asheville, NC and has over 11 years of experience in the finance industry.
Thorsten Path (CRD# 6684502) is an Investment Advisor Representative working at Edward Jones in Asheville, NC and has over 7 years of experience in the finance industry.
Michelle Patrick (CRD# 3049639) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Asheville, NC and has over 25 years of experience in the finance industry.
Jonathan Payne (CRD# 3018677) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 26 years of experience in the finance industry.