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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
Amanda English (CRD# 6200813) is an Investment Advisor Representative working at Credit Union Investment Services in Burgaw, NC and has over 10 years of experience in the finance industry.
Jasen Hedrick (CRD# 2735484) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, NC and has over 28 years of experience in the finance industry.
Jacqueline Jacobsen (CRD# 2504257) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sneads Ferry, NC and has over 29 years of experience in the finance industry. Jacqueline Jacobsen 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.
Jeffrey Johnson (CRD# 6673614) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has 1 year of experience in the finance industry. Jeffrey Johnson 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.
James Jones (CRD# 5174520) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has over 6 years of experience in the finance industry.
Ajay Loganadan (CRD# 2491132) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Swansboro, NC and has over 13 years of experience in the finance industry.
Korene Marsh (CRD# 2587362) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 29 years of experience in the finance industry. Korene Marsh 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.
Tracy Monk (CRD# 2348100) is an Investment Advisor Representative working at Primerica Advisors in Cove City, NC and has over 30 years of experience in the finance industry.
Richard Pugh (CRD# 2317745) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Jacksonville, NC and has over 31 years of experience in the finance industry. Richard Pugh 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.
Casey Simpson (CRD# 6840063) is an Investment Advisor Representative working at Credit Union Investment Services in Jacksonville, NC and has over 6 years of experience in the finance industry.