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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
Rondal Mulwee (CRD# 4717913) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 20 years of experience in the finance industry.
Ryan Mumy (CRD# 4673615) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Hickory, NC and has over 20 years of experience in the finance industry. Ryan Mumy 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.
Peter Nelson (CRD# 5291361) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hickory, NC and has over 16 years of experience in the finance industry.
Carol Owens (CRD# 1194608) is an Investment Advisor Representative working at Lpl Financial LLC in North Wilkesboro, NC and has over 40 years of experience in the finance industry.
Andrew Payne (CRD# 4908362) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 18 years of experience in the finance industry.
David Payne (CRD# 714070) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 38 years of experience in the finance industry.
John Payne (CRD# 1457135) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 38 years of experience in the finance industry.
Harold Perkins (CRD# 1219540) is an Investment Advisor Representative working at Continuum Financial, LLC in Granite Falls, NC and has over 24 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.
Jeffery Peschel (CRD# 4972783) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hickory, NC and has over 18 years of experience in the finance industry.