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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
Timothy Wilson (CRD# 5450697) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sanford, NC and has over 16 years of experience in the finance industry.
Zachary Womble (CRD# 7063669) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 5 years of experience in the finance industry.
Sydney Contorno (CRD# 7564085) is an Investment Advisor Representative working at Credit Union Investment Services in Sanford, NC and has 1 year of experience in the finance industry.
Lauren Cox (CRD# 7788189) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has 1 year of experience in the finance industry.
Jennifer Gordon (CRD# 6551613) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 4 years of experience in the finance industry.
William Haddock (CRD# 7458102) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Sanford, NC and has over 2 years of experience in the finance industry.
Jared Spencer (CRD# 2356795) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sanford, NC and has over 9 years of experience in the finance industry.
Renee Thomas (CRD# 6511189) is an Investment Advisor Representative working at Captrust in Sanford, NC and has over 7 years of experience in the finance industry.
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
Jannine Allex (CRD# 3215428) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 19 years of experience in the finance industry.