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Distance Only Davidson, 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
Jeffrey Thompson (CRD# 2490742) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Davidson, NC and has over 29 years of experience in the finance industry.
Eric Vogen (CRD# 1406908) is an Investment Advisor Representative working at Vision Capital & Management in Davidson, NC and has over 36 years of experience in the finance industry. Eric Vogen 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.
Amy Wyatt (CRD# 2589893) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davidson, NC and has over 26 years of experience in the finance industry.
Michael Barboza (CRD# 7192214) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Davidson, NC and has over 3 years of experience in the finance industry.
Patryck Chwalek (CRD# 7724268) is an Investment Advisor Representative working at 7pw Wealth, LLC in Davidson, NC and has 1 year of experience in the finance industry.
Patrick Holmes (CRD# 7028493) is an Investment Advisor Representative working at Portfolio Medics, LLC in Davidson, NC and has over 4 years of experience in the finance industry.
Elizabeth Hughes (CRD# 7445252) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Davidson, NC and has over 2 years of experience in the finance industry.
William Matyi (CRD# 4365491) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Davidson, NC and has over 2 years of experience in the finance industry.
Justin Romero (CRD# 5972434) is an Investment Advisor Representative working at Principal Securities, Inc. in Davidson, NC and has over 10 years of experience in the finance industry.
Samuel Scott (CRD# 6619426) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davidson, NC and has over 7 years of experience in the finance industry.