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Distance Only Mount Holly, NC
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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
Michael Coates (CRD# 2341264) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mount Holly, NC and has over 30 years of experience in the finance industry.
Thomas Fogarty (CRD# 5926649) is an Investment Advisor Representative working at Edward Jones in Mount Holly, NC and has over 12 years of experience in the finance industry.
Michael Holdenrid (CRD# 6011120) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Holly, NC and has over 10 years of experience in the finance industry.
Erin Urdi (CRD# 5914369) is an Investment Advisor Representative working at Edward Jones in Mount Holly, NC and has over 11 years of experience in the finance industry.
Michael Bookhardt (CRD# 7463481) is an Investment Advisor Representative working at Affluence Advisory LLC in Mount Holly, NC and has over 3 years of experience in the finance industry.
William Gary (CRD# 1166745) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Holly, NC and has over 18 years of experience in the finance industry. William Gary 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.
Katherine Patrick (CRD# 7308908) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Holly, NC and has 1 year of experience in the finance industry.