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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
Thomas Meyer (CRD# 5299318) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 17 years of experience in the finance industry.
Joshua Mizell (CRD# 6066266) is an Investment Advisor Representative working at Credit Union Investment Services in Greenville, NC and has over 11 years of experience in the finance industry.
Patrick Molamphy (CRD# 2108671) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 33 years of experience in the finance industry.
Brian Nethercutt (CRD# 6388467) is an Investment Advisor Representative working at Lincoln Investment in Greenville, NC and has over 5 years of experience in the finance industry.
Herbert Ormond (CRD# 1526791) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 37 years of experience in the finance industry.
Joseph Parker (CRD# 5436765) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 16 years of experience in the finance industry.
Walter Pate (CRD# 6483849) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 8 years of experience in the finance industry.
Marie Peele (CRD# 4346723) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, NC and has over 23 years of experience in the finance industry. Marie Peele 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.
Gentry Porter (CRD# 1035039) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 38 years of experience in the finance industry.
Patrick Porter (CRD# 4760575) is an Investment Advisor Representative working at Equitable Advisors, LLC in Greenville, NC and has over 19 years of experience in the finance industry.