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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
Kathy White (CRD# 4776698) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 20 years of experience in the finance industry.
Eric Whitener (CRD# 5878843) is an Investment Advisor Representative working at Advisory Services Network in Hickory, NC and has over 13 years of experience in the finance industry.
Michael Wilson (CRD# 5018938) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Statesville, NC and has over 18 years of experience in the finance industry.
Russell Winthrop (CRD# 2422635) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 30 years of experience in the finance industry.
Sherrill Young (CRD# 826838) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 41 years of experience in the finance industry. Sherrill Young 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.
Sherrill Young (CRD# 4417847) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 22 years of experience in the finance industry.
Russell Ahlers (CRD# 4436733) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has 1 year of experience in the finance industry.
Byron Allen (CRD# 5616007) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Hickory, NC and has over 15 years of experience in the finance industry.
Joseph Anderson (CRD# 5289512) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has 1 year of experience in the finance industry.
Lisa Balducci (CRD# 4809939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 19 years of experience in the finance industry.