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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
David Balok (CRD# 2224295) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, NC and has over 32 years of experience in the finance industry.
Patrick Elmore (CRD# 2543430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Denver, NC and has over 29 years of experience in the finance industry.
Matthew Fortenberry (CRD# 6674763) is an Investment Advisor Representative working at Equitable Advisors, LLC in Denver, NC and has over 6 years of experience in the finance industry.
Mitchell Harris (CRD# 4147451) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, NC and has over 23 years of experience in the finance industry. Mitchell Harris 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.
James Lalor (CRD# 6042766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, NC and has over 11 years of experience in the finance industry.
Trudy Mullins (CRD# 2185981) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Denver, NC and has over 25 years of experience in the finance industry.
William Payne (CRD# 5500704) is an Investment Advisor Representative working at Edward Jones in Denver, NC and has over 15 years of experience in the finance industry.
Bruce Putnam (CRD# 4772953) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 19 years of experience in the finance industry.
David Raudman (CRD# 4324116) is an Investment Advisor Representative working at Independent Financial Partners in Denver, NC and has over 23 years of experience in the finance industry. David Raudman 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.
Richard Reber (CRD# 5506442) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 15 years of experience in the finance industry. Richard Reber 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.