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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
Charles Perry (CRD# 4343389) is an Investment Advisor Representative working at Edward Jones in Henderson, NC and has over 23 years of experience in the finance industry.
Jonathan Perry (CRD# 4780457) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wendell, NC and has over 20 years of experience in the finance industry. Jonathan Perry 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.
Cathy Porter (CRD# 1326194) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 25 years of experience in the finance industry.
Russell Proctor (CRD# 5932009) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rocky Mount, NC and has over 10 years of experience in the finance industry.
Russell Proctor (CRD# 1054195) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rocky Mount, NC and has over 41 years of experience in the finance industry.
Jennifer Purnell (CRD# 5452963) is an Investment Advisor Representative working at Edward Jones in Tarboro, NC and has over 16 years of experience in the finance industry.
Jenna Reynolds (CRD# 5485948) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Louisburg, NC and has over 8 years of experience in the finance industry.
Bryan Richardson (CRD# 4564510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rocky Mount, NC and has over 21 years of experience in the finance industry.
Mark Roberts (CRD# 2229420) is an Investment Advisor Representative working at Ironsides Asset Advisors, LLC in Rocky Mount, NC and has over 32 years of experience in the finance industry.
Richard Sanford (CRD# 2957281) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has over 26 years of experience in the finance industry.