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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
David Parsons (CRD# 856871) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 27 years of experience in the finance industry. David Parsons 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.
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.
Joe Pearce (CRD# 3054851) is an Investment Advisor Representative working at The Strategic Financial Alliance in Wilmington, NC and has over 25 years of experience in the finance industry.
Robert Pelliciotta (CRD# 4441071) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 22 years of experience in the finance industry.
Robert Penn (CRD# 2250037) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 31 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.
Melissa Phillippi (CRD# 5169629) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 17 years of experience in the finance industry. Melissa Phillippi 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.
David Pierce (CRD# 5500711) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Wilmington, NC and has over 16 years of experience in the finance industry.
Jerome Pinckney (CRD# 1567053) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 37 years of experience in the finance industry.
Jerome Pinckney (CRD# 6303219) is an Investment Advisor Representative working at Calton & Associates, Inc. in Wilmington, NC and has over 7 years of experience in the finance industry.