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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
Carla Hauser (CRD# 3211959) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Wilkesboro, NC and has over 25 years of experience in the finance industry. Carla Hauser 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.
Amy Hayes (CRD# 1186006) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 38 years of experience in the finance industry.
David Helgeson (CRD# 3001532) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Morganton, NC and has over 26 years of experience in the finance industry. David Helgeson 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.
William Helms Jr (CRD# 3195389) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boone, NC and has over 25 years of experience in the finance industry. William Helms Jr 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.
Chadwick Henderson (CRD# 5039932) is an Investment Advisor Representative working at Lpl Financial LLC in Lenoir, NC and has over 18 years of experience in the finance industry.
Carole Hendrix (CRD# 2804290) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 27 years of experience in the finance industry. Carole Hendrix 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.
Terry Hollar (CRD# 1584024) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Hickory, NC and has over 37 years of experience in the finance industry.
Keith Holtsclaw (CRD# 5529957) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hickory, NC and has over 14 years of experience in the finance industry. Keith Holtsclaw 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.
Blair Homesley (CRD# 1748549) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Statesville, NC and has over 36 years of experience in the finance industry.
Melinda Hosier (CRD# 1017507) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 30 years of experience in the finance industry.