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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
Sarah Montgomery (CRD# 7426686) is an Investment Advisor Representative working at Lpl Financial LLC in Hickory, NC and has 1 year of experience in the finance industry.
Bradley Oxford (CRD# 7562023) is an Investment Advisor Representative working at Credit Union Investment Services in Hickory, NC and has 1 year of experience in the finance industry. Bradley Oxford 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.
Stephen Patton (CRD# 7811891) is an Investment Advisor Representative working at Edward Jones in Wilkesboro, NC and has 1 year of experience in the finance industry.
Mitchell Phillips (CRD# 3042280) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Jefferso, NC and has over 26 years of experience in the finance industry.
Amanda Rembert (CRD# 4956666) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has 1 year of experience in the finance industry.
John Sanders (CRD# 7834420) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has 1 year of experience in the finance industry.
James Shoobridge (CRD# 7089882) is an Investment Advisor Representative working at Edward Jones in Statesville, NC and has over 5 years of experience in the finance industry.
Brooke Smith (CRD# 7624469) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has 1 year of experience in the finance industry.
Myron Stephens (CRD# 7088102) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 5 years of experience in the finance industry.
Lamar Stewart (CRD# 7665086) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Conover, NC and has 1 year of experience in the finance industry.