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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
Maria Bonino-Houserman (CRD# 3188648) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, NC and has over 24 years of experience in the finance industry.
Princessa Clegg-Palmer (CRD# 5339537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, NC and has over 16 years of experience in the finance industry.
Chelsea Deese (CRD# 7063719) is an Investment Advisor Representative working at Credit Union Investment Services in Clayton, NC and has over 5 years of experience in the finance industry.
Robert Dunn (CRD# 6192904) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has over 10 years of experience in the finance industry.
Darren Ewing (CRD# 4513216) is an Investment Advisor Representative working at Ewing Wealth Management in Clayton, NC and has over 21 years of experience in the finance industry.
Katherine Johnson (CRD# 5688092) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has over 10 years of experience in the finance industry.
Melanie Marlow-Scheffler (CRD# 4207204) is an Investment Advisor Representative working at Edward Jones in Clayton, NC and has over 23 years of experience in the finance industry.
Zachary Marsh (CRD# 6489445) is an Investment Advisor Representative working at Facet in Clayton, NC and has over 7 years of experience in the finance industry. Zachary Marsh 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.
Michael Parrish (CRD# 4711321) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, NC and has over 20 years of experience in the finance industry.
Johnathan Pulleyn (CRD# 5326395) is an Investment Advisor Representative working at Lpl Financial LLC in Clayton, NC and has over 16 years of experience in the finance industry. Johnathan Pulleyn 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.