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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
Julie Lancaster (CRD# 2447432) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 30 years of experience in the finance industry.
Gordon Lane (CRD# 830236) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 44 years of experience in the finance industry.
Charles Leak (CRD# 1912827) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wilmington, NC and has over 35 years of experience in the finance industry.
Scott Lebauer (CRD# 2156800) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilmington, NC and has over 31 years of experience in the finance industry.
Daniel Leighton (CRD# 6398817) is an Investment Advisor Representative working at Edward Jones in Rocky Point, NC and has over 5 years of experience in the finance industry.
James Lewis (CRD# 4371771) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 23 years of experience in the finance industry.
Lisa Little (CRD# 5142527) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 17 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.
Ellen Long (CRD# 6319305) is an Investment Advisor Representative working at Long Family Office in Wilmington, NC and has over 10 years of experience in the finance industry. Ellen Long 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.
Wade Long (CRD# 4423863) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 22 years of experience in the finance industry.