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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
Regina Banks (CRD# 1456293) is an Investment Advisor Representative working at Lpl Financial LLC in Blowing Rock, NC and has over 38 years of experience in the finance industry.
Billy Chick (CRD# 6064081) is an Investment Advisor Representative working at Edward Jones in Blowing Rock, NC and has over 10 years of experience in the finance industry.
Daniel Darnell (CRD# 61077) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Blowing Rock, NC and has over 36 years of experience in the finance industry.
Richard Malloy (CRD# 1081178) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Blowing Rock, NC and has over 41 years of experience in the finance industry.
Ronald Perry (CRD# 2037528) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Blowing Rock, NC and has over 34 years of experience in the finance industry.
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry. Jonathan Allen 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.
Franklin Anderson (CRD# 5699012) is an Investment Advisor Representative working at Edward Jones in Granite Falls, NC and has over 14 years of experience in the finance industry.
Toni Anderson (CRD# 5699016) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has over 14 years of experience in the finance industry.
John Arney (CRD# 6952701) is an Investment Advisor Representative working at Edward Jones in Granite Falls, NC and has over 5 years of experience in the finance industry.
Matthew Bagley (CRD# 2892227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 24 years of experience in the finance industry. Matthew Bagley 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.