-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Peter Dearcangelis (CRD# 712169) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 43 years of experience in the finance industry.
Edward Deaton (CRD# 4870180) is an Investment Advisor Representative working at Edge Capital Group, LLC in Charlotte, NC and has over 18 years of experience in the finance industry. Edward Deaton 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.
Nicolas Deboeuf (CRD# 6474537) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 9 years of experience in the finance industry.
Chantal Decker (CRD# 5823106) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 13 years of experience in the finance industry.
Lucas Decker (CRD# 6443527) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 9 years of experience in the finance industry.
Janna Deegan (CRD# 6574277) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Statesville, NC and has over 8 years of experience in the finance industry.
Scott Degraeve (CRD# 4487944) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.
Theodore Delisi (CRD# 1708361) is an Investment Advisor Representative working at Cwm, LLC in Mooresville, NC and has over 36 years of experience in the finance industry.
Jody Delvechio (CRD# 4546236) is an Investment Advisor Representative working at Lpl Financial LLC in Hickory, NC and has over 21 years of experience in the finance industry.
Dustin Demaio (CRD# 5306210) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 16 years of experience in the finance industry.