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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
Jeffrey Morgan (CRD# 6499672) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 6 years of experience in the finance industry.
Kimberly O'bannon (CRD# 1802396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 35 years of experience in the finance industry.
Daniel Owen (CRD# 5609433) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, NC and has over 15 years of experience in the finance industry.
William Patterson (CRD# 2860989) is an Investment Advisor Representative working at Rockefeller Capital Management in Wilmington, NC and has over 24 years of experience in the finance industry.
Nicholas Perkins (CRD# 7072122) is an Investment Advisor Representative working at Cpr Investments Inc. in Hampstead, NC and has over 5 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.
James Rackley (CRD# 2964880) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 26 years of experience in the finance industry.
Nicholas Reschly (CRD# 6919649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 5 years of experience in the finance industry.
Michael Santana (CRD# 5799064) is an Investment Advisor Representative working at Pembroke Wealth Management, LLC in Wilmington, NC and has over 13 years of experience in the finance industry.
Julian Scarborough (CRD# 6976541) is an Investment Advisor Representative working at Credit Union Investment Services in Wilmington, NC and has over 5 years of experience in the finance industry.