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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
Krista Icenhour (CRD# 7135215) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has over 4 years of experience in the finance industry.
Benjamin Jackson (CRD# 7576246) is an Investment Advisor Representative working at Prudential Financial Planning Services in Huntersville, NC and has 1 year of experience in the finance industry.
James Krapfel (CRD# 4656146) is an Investment Advisor Representative working at Glass Lake Wealth Management in Huntersville, NC and has 1 year of experience in the finance industry. James Krapfel 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.
Max Kunisch (CRD# 7270816) is an Investment Advisor Representative working at Mml Investors Services, LLC in Huntersville, NC and has over 3 years of experience in the finance industry.
Kara Kunz (CRD# 2827583) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 27 years of experience in the finance industry. Kara Kunz 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.
Austin Larson (CRD# 6935246) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has over 4 years of experience in the finance industry.
Hannah Mitchell (CRD# 7030989) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Huntersville, NC and has 1 year of experience in the finance industry.
Richard Moll (CRD# 7123094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has 1 year of experience in the finance industry.
Bryce Moritz (CRD# 7123116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 2 years of experience in the finance industry.
Adrian Nagy (CRD# 7173386) is an Investment Advisor Representative working at Mml Investors Services, LLC in Huntersville, NC and has over 2 years of experience in the finance industry.