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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
James Tharin is an Investment Advisor Representative working at Emerald Asset Management, Inc in Rocky Mount, NC and has over 25 years of experience in the finance industry.
Emerald Asset Management, Inc. is a boutique Registered Investment Advisory Firm serving the investment and planning needs of Families, Individual Investors and Businesses. At Emerald Asset Management we consider it a privilege to continue our long-standing commtment to help our clients Protect and Grow their hard earned investment capital, and to help our clients enjoy the best qulity of life possible. We believe that...
Carlton Turner (CRD# 2332369) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rocky Mount, NC and has over 31 years of experience in the finance industry.
Christy Warrick (CRD# 3186770) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 12 years of experience in the finance industry.
Benjamin Woodard (CRD# 472187) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rocky Mount, NC and has over 40 years of experience in the finance industry.
Elizabeth Barnes (CRD# 6173368) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has 1 year of experience in the finance industry.
Mary Bolton (CRD# 7439427) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has 1 year of experience in the finance industry. Mary Bolton 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.
Christopher Canady (CRD# 5773253) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rocky Mount, NC and has over 13 years of experience in the finance industry.
Zachary Leonard (CRD# 7691090) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rocky Mount, NC and has 1 year of experience in the finance industry.
Mackenzie Thompson (CRD# 7818429) is an Investment Advisor Representative working at Whitener Capital Management, Inc. in Rocky Mount, NC and has 1 year of experience in the finance industry.
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...