-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Randal Cokeley (CRD# 4242117) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jefferson, NC and has over 23 years of experience in the finance industry.
Christopher Finney (CRD# 5056519) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, NC and has over 18 years of experience in the finance industry.
Wiley Mock (CRD# 2747561) is an Investment Advisor Representative working at Edward Jones in Jefferson, NC and has over 27 years of experience in the finance industry.
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry. Jonathan Allen 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.
Matthew Bagley (CRD# 2892227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 24 years of experience in the finance industry. Matthew Bagley 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.
Regina Banks (CRD# 1456293) is an Investment Advisor Representative working at Lpl Financial LLC in Blowing Rock, NC and has over 38 years of experience in the finance industry.
Roderick Barnes (CRD# 2362862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in N Wilkesboro, NC and has over 30 years of experience in the finance industry.
John Barrier (CRD# 5509336) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 7 years of experience in the finance industry. John Barrier 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.
Julie Byrne (CRD# 6793777) is an Investment Advisor Representative working at Credit Union Investment Services in Boone, NC and has over 6 years of experience in the finance industry. Julie Byrne 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.
Charles Canady (CRD# 1061450) is an Investment Advisor Representative working at Principal Securities, Inc. in Boone, NC and has over 32 years of experience in the finance industry.