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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
Emily Poole (CRD# 5966684) is an Investment Advisor Representative working at Credit Union Investment Services in Southport, NC and has over 12 years of experience in the finance industry.
Weston Poulos (CRD# 6789061) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 6 years of experience in the finance industry. Weston Poulos 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.
Adam Powell (CRD# 4842874) is an Investment Advisor Representative working at Edward Jones in Southport, NC and has over 19 years of experience in the finance industry.
Leslie Price (CRD# 5339504) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 16 years of experience in the finance industry. Leslie Price 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.
John Query (CRD# 6895333) is an Investment Advisor Representative working at Edward Jones in Carolina Beach, NC and has over 6 years of experience in the finance industry.
James Rackley (CRD# 2964880) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 26 years of experience in the finance industry.
Nicholas Reschly (CRD# 6919649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 5 years of experience in the finance industry.
Stevan Rexroad (CRD# 1984707) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 34 years of experience in the finance industry. Stevan Rexroad 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.
Jack Richardson (CRD# 1754260) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Wilmington, NC and has over 36 years of experience in the finance industry.
Christopher Riley (CRD# 2463351) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has over 30 years of experience in the finance industry. Christopher Riley 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.