-
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
Jerry Barrier (CRD# 2108700) is an Investment Advisor Representative working at Avantax Advisory Services in Albemarle, NC and has over 33 years of experience in the finance industry.
James Bullard (CRD# 5620095) is an Investment Advisor Representative working at Equitable Advisors, LLC in West End, NC and has over 13 years of experience in the finance industry.
Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 13 years of experience in the finance industry.
Kimberly Carpenter (CRD# 3232556) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Albemarle, NC and has over 24 years of experience in the finance industry.
Nicole Casp (CRD# 2503646) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West End, NC and has over 19 years of experience in the finance industry.
Roger Dick (CRD# 1639662) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 28 years of experience in the finance industry.
Patrick Dunston (CRD# 6181682) is an Investment Advisor Representative working at Edward Jones in Locust, NC and has over 10 years of experience in the finance industry.
Kisha Ellerbe (CRD# 6681552) is an Investment Advisor Representative working at Credit Union Investment Services in Rockingham, NC and has over 7 years of experience in the finance industry.
Kyle Eudy (CRD# 5573392) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 15 years of experience in the finance industry. Kyle Eudy 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.
Stephen Eudy (CRD# 6330901) is an Investment Advisor Representative working at Credit Union Investment Services in Albemarle, NC and has over 9 years of experience in the finance industry.