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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
Boyd Phillips (CRD# 4592107) is an Investment Advisor Representative working at Eagle Strategies LLC in Marion, NC and has over 21 years of experience in the finance industry.
Scott Roy (CRD# 2426199) is an Investment Advisor Representative working at Edward Jones in Black Mountain, NC and has over 30 years of experience in the finance industry.
Phillip Smelser (CRD# 2338831) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Burnsville, NC and has over 26 years of experience in the finance industry.
Cassandra Smith (CRD# 4391891) is an Investment Advisor Representative working at Credit Union Investment Services in Morganton, NC and has over 11 years of experience in the finance industry. Cassandra Smith 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.
Martin Sohovich (CRD# 3166113) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 25 years of experience in the finance industry.
Paul Soper (CRD# 1767196) is an Investment Advisor Representative working at Lpl Financial LLC in Morganton, NC and has over 36 years of experience in the finance industry.
Ryan West (CRD# 6974495) is an Investment Advisor Representative working at Credit Union Investment Services in Marion, NC and has over 5 years of experience in the finance industry.
Michael Collie (CRD# 4306671) is the owner of Collie Financial Planning, Inc., which has offices in Asheville and Black Mountain, NC. He has over 15 years of experience in the finance industry. Mike 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Joseph Anderson (CRD# 5289512) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has 1 year of experience in the finance industry.
Tyler Barnhardt (CRD# 7073709) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 4 years of experience in the finance industry.