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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
Richard Schrum (CRD# 4294043) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wilmington, NC and has over 18 years of experience in the finance industry. Richard Schrum 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.
Arthur Scolari (CRD# 5813944) is an Investment Advisor Representative working at Osaic Fa, Inc. in Wilmington, NC and has over 13 years of experience in the finance industry.
Lorissa Scott (CRD# 6315571) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 10 years of experience in the finance industry.
Joseph Seegers (CRD# 5760664) is an Investment Advisor Representative working at Osaic Fs, Inc. in Wilmington, NC and has over 14 years of experience in the finance industry.
Richard Sementa (CRD# 4343395) is an Investment Advisor Representative working at D.a. Davidson & Company in Wilmington, NC and has over 23 years of experience in the finance industry. Richard Sementa 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.
William Sessoms (CRD# 3055139) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilmington, NC and has over 26 years of experience in the finance industry.
David Shucavage (CRD# 4620299) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 21 years of experience in the finance industry.
Samantha Shucavage (CRD# 6939009) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 6 years of experience in the finance industry.
Daniel Smith (CRD# 1042686) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 40 years of experience in the finance industry.
Donis Smith (CRD# 2642349) is an Investment Advisor Representative working at Rockefeller Capital Management in Wilmington, NC and has over 28 years of experience in the finance industry. Donis Smith 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.