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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
Bradley Dillard (CRD# 7576935) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has 1 year of experience in the finance industry.
Jacob Dupuis (CRD# 7574576) is an Investment Advisor Representative working at Credit Union Investment Services in Wilkesboro, NC and has 1 year of experience in the finance industry.
Williams Encarnacion (CRD# 7497485) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Statesville, NC and has over 2 years of experience in the finance industry.
Steve Englebert (CRD# 7436219) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Statesville, NC and has over 2 years of experience in the finance industry.
Lisa Fox (CRD# 7265444) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Statesville, NC and has 1 year of experience in the finance industry.
Jeffery Franklin (CRD# 7220988) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 3 years of experience in the finance industry.
Nikkita Gibson (CRD# 6573620) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 2 years of experience in the finance industry.
Nicolas Gilliam (CRD# 5204008) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Statesville, NC and has over 17 years of experience in the finance industry.
Rachel Greene (CRD# 6454958) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has 1 year of experience in the finance industry.
Gavin Harpst (CRD# 7396165) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Troutman, NC and has over 2 years of experience in the finance industry.