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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
Joseph Dagostino (CRD# 1288016) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 39 years of experience in the finance industry.
Scott Daily (CRD# 1943469) is an Investment Advisor Representative working at Scd Capital, Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.
Sheila Dalton (CRD# 5323377) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 17 years of experience in the finance industry.
Aric Dambreville (CRD# 6186035) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 8 years of experience in the finance industry.
Ashley Dambreville (CRD# 6432155) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Charles Dann (CRD# 6104755) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 11 years of experience in the finance industry. Charles Dann 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.
Edward Danser (CRD# 3277895) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry. Edward Danser 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.
Addison Dascombe (CRD# 6506095) is an Investment Advisor Representative working at New Republic Partners in Charlotte, NC and has over 2 years of experience in the finance industry.
Mark Davey (CRD# 5072947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 18 years of experience in the finance industry.
Bradley Davis (CRD# 6491230) is an Investment Advisor Representative working at Linden Thomas Advisory Services, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.