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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
Kathryn Albers (CRD# 4288573) is an Investment Advisor Representative working at Mma Securities LLC in Matthews, NC and has over 23 years of experience in the finance industry.
Isaac Caldwell (CRD# 7390757) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has 1 year of experience in the finance industry.
Francis Claire (CRD# 1147758) is an Investment Advisor Representative working at Double Eagle Partners, LLC in Matthews, NC and has over 4 years of experience in the finance industry.
Kathryn Condon (CRD# 7271627) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Matthews, NC and has over 3 years of experience in the finance industry.
Austin Cowles (CRD# 7168135) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Matthews, NC and has over 4 years of experience in the finance industry.
Dalton Cunningham (CRD# 7765764) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Matthews, NC and has 1 year of experience in the finance industry.
Walker Davidson (CRD# 4484374) is an Investment Advisor Representative working at Carolina Strategy, LLC in Matthews, NC and has over 22 years of experience in the finance industry. Walker Davidson 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.
Anup Desai (CRD# 5064348) is an Investment Advisor Representative working at Nexus Capital Inc. in Matthews, NC and has over 18 years of experience in the finance industry.
Jared Hollands (CRD# 7476072) is an Investment Advisor Representative working at Accelerate Retirement in Matthews, NC and has over 3 years of experience in the finance industry.
Bradley Kendall (CRD# 7166341) is an Investment Advisor Representative working at Tassel Capital Management, Inc. in Matthews, NC and has over 4 years of experience in the finance industry.