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Distance Only Boone, NC
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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
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry. Jonathan Allen 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.
Matthew Bagley (CRD# 2892227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 24 years of experience in the finance industry. Matthew Bagley 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.
John Barrier (CRD# 5509336) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 7 years of experience in the finance industry. John Barrier 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.
Julie Byrne (CRD# 6793777) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has over 6 years of experience in the finance industry. Julie Byrne 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.
Charles Canady (CRD# 1061450) is an Investment Advisor Representative working at Principal Securities, Inc. in Boone, NC and has over 32 years of experience in the finance industry.
Edwin Cummer (CRD# 3190438) is an Investment Advisor Representative working at Ironbridge Wealth Counsel, LLC in Boone, NC and has over 25 years of experience in the finance industry. Edwin Cummer 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.
Robert Davidson (CRD# 1511627) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boone, NC and has over 35 years of experience in the finance industry.
Jonathan Davis (CRD# 6438484) is an Investment Advisor Representative working at E2i Financial Group, LLC in Boone, NC and has over 9 years of experience in the finance industry.
Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 23 years of experience in the finance industry.
Alfred Gonzalez (CRD# 1861232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boone, NC and has over 35 years of experience in the finance industry.