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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
Cynthia Cross (CRD# 5589381) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry.
Edin Cuskovic (CRD# 6002607) is an Investment Advisor Representative working at Maximum Advisory in Huntersville, NC and has over 12 years of experience in the finance industry.
David D'alessandro (CRD# 6085394) is an Investment Advisor Representative working at Axiom Private Wealth, LLC in Charlotte, NC and has over 9 years of experience in the finance industry. David D'alessandro 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.
Tori Dacosta (CRD# 6601116) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 8 years of experience in the finance industry.
William Dagit (CRD# 4558551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cornelius, NC and has over 21 years of experience in the finance industry.
Scott Daily (CRD# 1943469) is an Investment Advisor Representative working at Scd Capital, Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.
Mark Davey (CRD# 5072947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 18 years of experience in the finance industry.
Joseph Davis (CRD# 4648739) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 21 years of experience in the finance industry.
Kenneth Davis (CRD# 1421199) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Davidson, NC and has over 38 years of experience in the finance industry.
S Davis (CRD# 2275240) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Davidson, NC and has over 31 years of experience in the finance industry.