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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
Matthew Durnan (CRD# 6892361) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Concord, NC and has over 6 years of experience in the finance industry.
Tyler Ervin (CRD# 7481683) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, NC and has 1 year of experience in the finance industry.
Sydney Hansen (CRD# 7373452) is an Investment Advisor Representative working at Advice And Planning Services in Concord, NC and has over 2 years of experience in the finance industry.
Thomas Harding (CRD# 7238759) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 3 years of experience in the finance industry.
Kenneth Lake (CRD# 7123214) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Concord, NC and has over 4 years of experience in the finance industry.
Andrea Lowe (CRD# 3027541) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Concord, NC and has over 26 years of experience in the finance industry.
Jorden Masson (CRD# 7611269) is an Investment Advisor Representative working at Credit Union Investment Services in Concord, NC and has 1 year of experience in the finance industry.
Joel Matthews (CRD# 7078359) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 4 years of experience in the finance industry.
Anna Nifong (CRD# 7649908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, NC and has 1 year of experience in the finance industry.
Nicholas O'kelly (CRD# 7730034) is an Investment Advisor Representative working at Cadence Wealth Partners, LLC in Concord, NC and has 1 year of experience in the finance industry. Nicholas O'kelly 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.