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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
Andrew Payne (CRD# 4908362) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 18 years of experience in the finance industry.
John Payne (CRD# 1457135) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 38 years of experience in the finance industry.
Ronald Perry (CRD# 2037528) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Blowing Rock, NC and has over 34 years of experience in the finance industry.
John Ritter (CRD# 4224189) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 23 years of experience in the finance industry.
Wade Sanders (CRD# 2851976) is an Investment Advisor Representative working at Concorde Financial Resources in Wilkesboro, NC and has over 27 years of experience in the finance industry. Wade Sanders 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.
Jason Sirmon (CRD# 6280883) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 9 years of experience in the finance industry.
Jonathan Smith (CRD# 5796572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Jefferson, NC and has over 13 years of experience in the finance industry.
Michael Stevens (CRD# 7063770) is an Investment Advisor Representative working at Edward Jones in Mountain City, TN and has over 5 years of experience in the finance industry.
Jason Sutherland (CRD# 6930609) is an Investment Advisor Representative working at Edward Jones in West Jefferson, NC and has over 5 years of experience in the finance industry.
Joseph Turecky (CRD# 5457807) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boone, NC and has over 11 years of experience in the finance industry.