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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
Neal Fox (CRD# 4480706) is an Investment Advisor Representative working at Edward Jones in Farmville, NC and has over 22 years of experience in the finance industry.
Jasper Monroe (CRD# 6897317) is an Investment Advisor Representative working at Prudential Financial Planning Services in Farmville, NC and has over 27 years of experience in the finance industry.
Sarah Peninger (CRD# 6054484) is an Investment Advisor Representative working at Edward Jones in Farmville, NC and has over 3 years of experience in the finance industry.
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...
Roland Andrews (CRD# 4216809) is an Investment Advisor Representative working at Edward Jones in Snow Hill, NC and has over 23 years of experience in the finance industry.
Mark Anthony (CRD# 2275363) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 31 years of experience in the finance industry.
Tom Bardin (CRD# 736374) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 36 years of experience in the finance industry.
Stephanie Batten (CRD# 4429412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 10 years of experience in the finance industry.
Jerri Lynn Batts (CRD# 4289067) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 23 years of experience in the finance industry.
Katherine Bellamy (CRD# 2596955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 13 years of experience in the finance industry.