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Distance Only Concord, NC
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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
Marc Shepherd (CRD# 2749072) is an Investment Advisor Representative working at Principal Securities, Inc. in Concord, NC and has over 8 years of experience in the finance industry.
Ronald Smith (CRD# 858603) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 31 years of experience in the finance industry.
Jarrett Sparks (CRD# 4970233) is an Investment Advisor Representative working at Advice And Planning Services in Concord, NC and has over 18 years of experience in the finance industry.
Leo Theriault (CRD# 6298636) is an Investment Advisor Representative working at Family Wealth Partners Concord, Inc. in Concord, NC and has over 10 years of experience in the finance industry.
Charles Treece (CRD# 2318868) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Concord, NC and has over 31 years of experience in the finance industry.
Marshall Ward (CRD# 7067355) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 5 years of experience in the finance industry.
Anna Williams (CRD# 2888375) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 27 years of experience in the finance industry.
Jon Yancey (CRD# 5284474) is an Investment Advisor Representative working at Alphastar Capital Management in Concord, NC and has over 10 years of experience in the finance industry.
Thomas Burick (CRD# 7573160) is an Investment Advisor Representative working at Credit Union Investment Services in Concord, NC and has 1 year of experience in the finance industry.
Paul Clark (CRD# 7336231) is an Investment Advisor Representative working at Mill Capital Management, LLC in Concord, NC and has 1 year of experience in the finance industry. Paul Clark 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.