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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
Gregory Pleasants (CRD# 1991846) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 34 years of experience in the finance industry.
Kimberly Poetzscher (CRD# 5114223) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 11 years of experience in the finance industry.
Tucker Polston (CRD# 6084531) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 11 years of experience in the finance industry. Tucker Polston 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.
Weston Poulos (CRD# 6789061) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 6 years of experience in the finance industry. Weston Poulos 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.
Leslie Price (CRD# 5339504) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 16 years of experience in the finance industry. Leslie Price 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.
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.
Stevan Rexroad (CRD# 1984707) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 34 years of experience in the finance industry. Stevan Rexroad 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.
Jack Richardson (CRD# 1754260) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Wilmington, NC and has over 36 years of experience in the finance industry.