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Distance Only Hendersonville, 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
Andrew Morris (CRD# 5014739) is an Investment Advisor Representative working at Lpl Financial LLC in Hendersonville, NC and has over 18 years of experience in the finance industry.
James Morrison (CRD# 2485209) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hendersonville, NC and has over 29 years of experience in the finance industry.
Laura Mukosiej (CRD# 6895342) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 5 years of experience in the finance industry.
Carlton Murrey (CRD# 4255930) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Hendersonville, NC and has over 13 years of experience in the finance industry.
Thomas Owens (CRD# 5323674) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 16 years of experience in the finance industry.
Casey Pond (CRD# 6190138) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 10 years of experience in the finance industry.
Dwayne Powell (CRD# 4506137) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Hendersonville, NC and has over 22 years of experience in the finance industry. Dwayne Powell 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 Price (CRD# 1522451) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Hendersonville, NC and has over 29 years of experience in the finance industry.
Peter Shanahan (CRD# 1386092) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Hendersonville, NC and has over 38 years of experience in the finance industry. Peter Shanahan 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.
Daryl Shankland (CRD# 735632) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has over 42 years of experience in the finance industry.