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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
Gregory Diamond (CRD# 5964867) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 12 years of experience in the finance industry.
Bryan Dixon (CRD# 4801362) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 19 years of experience in the finance industry.
Stephen Dockham (CRD# 5736865) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 14 years of experience in the finance industry.
Joshua Donley (CRD# 4556907) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 21 years of experience in the finance industry. Joshua Donley 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.
Sandlin Douglas (CRD# 4585417) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 21 years of experience in the finance industry.
Abby Drawdy (CRD# 6674610) is an Investment Advisor Representative working at Credit Union Investment Services in Bermuda Run, NC and has over 7 years of experience in the finance industry.
John Dubose (CRD# 4526820) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 22 years of experience in the finance industry.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 31 years of experience in the finance industry. Tracy Duncan 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.
Douglas Duvall (CRD# 4315958) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kernersville, NC and has over 23 years of experience in the finance industry.
Paul Ebert (CRD# 4505662) is an Investment Advisor Representative working at Commonwealth Financial Network in Winston Salem, NC and has over 22 years of experience in the finance industry.