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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
Paul Manese (CRD# 4642565) is an Investment Advisor Representative working at Rcx Capital Group Advisors, LLC in Boone, NC and has over 17 years of experience in the finance industry.
Scott Marmo (CRD# 4546005) is an Investment Advisor Representative working at Marmo Financial Group, LLC in Johnson City, TN and has over 22 years of experience in the finance industry.
David Maurice (CRD# 2120949) is an Investment Advisor Representative working at Worthwhile Wealth Council in Johnson City, TN and has over 33 years of experience in the finance industry. David Maurice 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.
Robert McCuiston (CRD# 2117186) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boone, NC and has over 33 years of experience in the finance industry.
Lisa McGovern (CRD# 2560824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN and has over 28 years of experience in the finance industry.
J Millburn (CRD# 2420294) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Johnson City, TN and has over 30 years of experience in the finance industry.
James Miller (CRD# 3271006) is an Investment Advisor Representative working at Avantax Advisory Services in Boone, NC and has over 24 years of experience in the finance industry. James Miller 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.
David Moore (CRD# 4940196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN and has over 19 years of experience in the finance industry.
David Mosher (CRD# 1892151) is an Investment Advisor Representative working at Edward Jones in Boone, NC and has over 35 years of experience in the finance industry.
Gary Moss (CRD# 4134726) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Boone, NC and has over 18 years of experience in the finance industry.