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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
James McLean (CRD# 857464) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 42 years of experience in the finance industry.
Rebecca McPhail (CRD# 2300808) is an Investment Advisor Representative working at Edward Jones in Fayetteville, NC and has over 31 years of experience in the finance industry.
James Melvin (CRD# 714749) is an Investment Advisor Representative working at Wells Fargo Advisors in Fayetteville, NC and has over 34 years of experience in the finance industry. James Melvin 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.
James Mitchell (CRD# 4488216) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 22 years of experience in the finance industry.
Ryan Monteleone (CRD# 4888199) is an Investment Advisor Representative working at Edward Jones in Holly Springs, NC and has over 19 years of experience in the finance industry.
Dargan Moore (CRD# 4492828) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 22 years of experience in the finance industry.
Matthew Murphy (CRD# 4613243) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Holly Springs, NC and has over 21 years of experience in the finance industry.
Jon Neuhs (CRD# 1202684) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pinehurst, NC and has over 35 years of experience in the finance industry.
Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
David Nobles (CRD# 2152292) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 32 years of experience in the finance industry. David Nobles 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.