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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
Collin Carlton (CRD# 7489274) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hickory, NC and has over 2 years of experience in the finance industry.
Julie Carroll (CRD# 4016528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 21 years of experience in the finance industry.
Nicholas Cato (CRD# 7735879) is an Investment Advisor Representative working at Credit Union Investment Services in Shelby, NC and has 1 year of experience in the finance industry.
Philip Champion (CRD# 6040624) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belmont, NC and has over 12 years of experience in the finance industry.
Kimberly Chmielewski (CRD# 4284786) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Charlotte, NC and has over 8 years of experience in the finance industry. Kimberly Chmielewski 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.
Justin Dean (CRD# 7311112) is an Investment Advisor Representative working at Alphastar Capital Management in Hickory, NC and has over 3 years of experience in the finance industry.
Kerr-ann Dempster (CRD# 7184829) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Denver, NC and has over 4 years of experience in the finance industry.
Tiffany Dugger (CRD# 7444031) is an Investment Advisor Representative working at Edward Jones in Newton, NC and has over 2 years of experience in the finance industry.
Brooke Duncan (CRD# 7753437) is an Investment Advisor Representative working at Edward Jones in Kings Mountain, NC and has 1 year of experience in the finance industry.
Brian Earley (CRD# 7672435) is an Investment Advisor Representative working at Allworth Financial, LP in Shelby, NC and has 1 year of experience in the finance industry.