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Distance Only Graham, 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
Paul Burns (CRD# 5631118) is an Investment Advisor Representative working at Edward Jones in Graham, NC and has over 15 years of experience in the finance industry.
Jason Cook (CRD# 4349388) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 23 years of experience in the finance industry. Jason Cook 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.
J. Brian Glaze (CRD# 5373140) is an Investment Advisor Representative working at Avantax Advisory Services in Graham, NC and has over 16 years of experience in the finance industry.
Gabriel Lindeen (CRD# 4376047) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Graham, NC and has over 23 years of experience in the finance industry.
Samantha McDevitt (CRD# 5820028) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Graham, NC and has over 9 years of experience in the finance industry.
William Stokes (CRD# 1103601) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 40 years of experience in the finance industry.
Larry Ware (CRD# 3053841) is an Investment Advisor Representative working at Avantax Advisory Services in Graham, NC and has over 25 years of experience in the finance industry.
Josiah White (CRD# 6808384) is an Investment Advisor Representative working at Edward Jones in Graham, NC and has over 6 years of experience in the finance industry.
Jan Williams (CRD# 6487179) is an Investment Advisor Representative working at Primerica Advisors in Graham, NC and has over 8 years of experience in the finance industry.