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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
Matthew Malone (CRD# 5467701) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 16 years of experience in the finance industry.
Tammy Malone (CRD# 6716587) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 7 years of experience in the finance industry.
Korene Marsh (CRD# 2587362) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 29 years of experience in the finance industry. Korene Marsh 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.
Sumner Parham (CRD# 5068985) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 18 years of experience in the finance industry.
Richard Pugh (CRD# 2317745) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Jacksonville, NC and has over 31 years of experience in the finance industry. Richard Pugh 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.
Megan Reeves (CRD# 4357592) is an Investment Advisor Representative working at Edward Jones in Wallace, NC and has over 17 years of experience in the finance industry.
Casey Simpson (CRD# 6840063) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 6 years of experience in the finance industry.
Anna Smith (CRD# 5314673) is an Investment Advisor Representative working at Edward Jones in Kinston, NC and has over 10 years of experience in the finance industry.
Michael Spears (CRD# 2582169) is an Investment Advisor Representative working at Commonwealth Financial Network in Kinston, NC and has over 29 years of experience in the finance industry.
Joseph Spencer (CRD# 6504703) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has over 8 years of experience in the finance industry.