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Distance Only Pinehurst, 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
Barbara Lutke (CRD# 2775430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 27 years of experience in the finance industry.
Gregory Lyon (CRD# 5169907) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 11 years of experience in the finance industry.
Jon Neuhs (CRD# 1202684) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
Richard Palmer (CRD# 2225117) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 31 years of experience in the finance industry.
Anna Pottle (CRD# 6850460) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 6 years of experience in the finance industry.
Ralph Regula (CRD# 1757957) is an Investment Advisor Representative working at Lpl Financial LLC in Pinehurst, NC and has over 36 years of experience in the finance industry.
Richard Robinette (CRD# 2184931) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pinehurst, NC and has over 32 years of experience in the finance industry.
William Thomas (CRD# 2515545) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 29 years of experience in the finance industry.
James Toye (CRD# 4576181) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
Joseph Vaughan (CRD# 4382969) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 22 years of experience in the finance industry. Joseph Vaughan 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.