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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
Luke McKelvy (CRD# 5249765) is an Investment Advisor Representative working at Commonwealth Financial Network in Asheville, NC and has over 16 years of experience in the finance industry.
Victor McLeod (CRD# 2316427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 31 years of experience in the finance industry.
Patrick McQuilling (CRD# 2581103) is an Investment Advisor Representative working at Lpl Financial LLC in Asheville, NC and has over 29 years of experience in the finance industry.
Lena Meredith (CRD# 4715960) is an Investment Advisor Representative working at Park Avenue Securities LLC in Landrum, SC and has over 20 years of experience in the finance industry.
Sara Meyer (CRD# 6170848) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Asheville, NC and has over 11 years of experience in the finance industry.
Daniel Milks (CRD# 6435280) is an Investment Advisor Representative working at Woodmark Advisors in Greenville, SC and has over 9 years of experience in the finance industry. Daniel Milks 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 Moore (CRD# 6745393) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 7 years of experience in the finance industry.
Philip Moore (CRD# 5533670) is an Investment Advisor Representative working at Edward Jones in Boiling Springs, SC and has over 15 years of experience in the finance industry.
Ryan Moran (CRD# 4528751) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Asheville, NC and has over 21 years of experience in the finance industry.
Katherine Morosani (CRD# 6463924) is an Investment Advisor Representative working at Edward Jones in Asheville, NC and has over 8 years of experience in the finance industry.