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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
William Vestal (CRD# 4588955) is an Investment Advisor Representative working at D.a. Davidson & Company in Wilmington, NC and has over 22 years of experience in the finance industry.
Frank Voli (CRD# 2037548) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 34 years of experience in the finance industry. Frank Voli 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.
Karen Walsh (CRD# 2689717) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Wilmington, NC and has over 25 years of experience in the finance industry.
David Walters (CRD# 3192566) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 25 years of experience in the finance industry.
Robert Warwick (CRD# 4574980) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has 1 year of experience in the finance industry.
James Wawner (CRD# 6757516) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 7 years of experience in the finance industry.
Matthew Weissman (CRD# 4731319) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 12 years of experience in the finance industry. Matthew Weissman 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.
Mara Wessell (CRD# 4396928) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 23 years of experience in the finance industry.
Jason Wheeler (CRD# 4109728) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 24 years of experience in the finance industry. Jason Wheeler 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.
Robert Wheeler (CRD# 4243940) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.