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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
Kevin May (CRD# 6317586) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 9 years of experience in the finance industry.
William Mc Keithan (CRD# 2862075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Southport, NC and has over 27 years of experience in the finance industry. William Mc Keithan 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.
Brian McCormack (CRD# 1260843) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wilmington, NC and has over 12 years of experience in the finance industry. Brian McCormack 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.
Wanda McGowan (CRD# 5247833) is an Investment Advisor Representative working at Lpl Financial LLC in Southport, NC and has over 17 years of experience in the finance industry.
Gary McLamb (CRD# 2542795) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 29 years of experience in the finance industry. Gary McLamb 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.
Diane McNamara (CRD# 4183150) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 19 years of experience in the finance industry.
Katherine Medina (CRD# 5318918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 16 years of experience in the finance industry.
Scott Meyerson (CRD# 2075361) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 30 years of experience in the finance industry.
William Milligan (CRD# 4484027) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Shallotte, NC and has over 24 years of experience in the finance industry.
Charles Mintz (CRD# 730654) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wilmington, NC and has over 43 years of experience in the finance industry.