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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
Steven Dennis (CRD# 6368358) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Reidsville, NC and has over 9 years of experience in the finance industry.
Christopher Eastwood (CRD# 3273794) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 24 years of experience in the finance industry.
Matthew Erikson (CRD# 2489724) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 29 years of experience in the finance industry. Matthew Erikson 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.
Lori Frise (CRD# 5273909) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Martinsville, VA and has over 17 years of experience in the finance industry.
Michael Gourley (CRD# 5699208) is an Investment Advisor Representative working at Edward Jones in Martinsville, VA and has over 14 years of experience in the finance industry.
Chasity Haley (CRD# 6754530) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 6 years of experience in the finance industry.
Bradley Happel (CRD# 4903422) is an Investment Advisor Representative working at Commonwealth Financial Network in Reidsville, NC and has over 19 years of experience in the finance industry.
George Hartzman (CRD# 2322314) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Greensboro, NC and has over 31 years of experience in the finance industry.
Benjamin Hawkins (CRD# 5647232) is an Investment Advisor Representative working at Edward Jones in Madison, NC and has over 12 years of experience in the finance industry.
Jonathan Hollie (CRD# 5534535) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Danville, VA and has over 15 years of experience in the finance industry.