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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
Alison Blodgett (CRD# 6065298) is an Investment Advisor Representative working at Edward Jones in Tarboro, NC and has over 10 years of experience in the finance industry.
Liam Gilroy (CRD# 6507551) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
Jennifer Purnell (CRD# 5452963) is an Investment Advisor Representative working at Edward Jones in Tarboro, NC and has over 16 years of experience in the finance industry.
Ricky Thompson (CRD# 1565366) is an Investment Advisor Representative working at Edward Jones in Tarboro, NC and has over 37 years of experience in the finance industry.
Kelly Watson (CRD# 4152839) is an Investment Advisor Representative working at Edward Jones in Tarboro, NC and has over 9 years of experience in the finance industry.
Anthony Winkels (CRD# 6507599) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
Matthew Thompson (CRD# 6746691) is an Investment Advisor Representative working at Edward Jones in Tarboro, NC and has over 4 years of experience in the finance industry.
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...
Donald Adkins (CRD# 1674318) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 24 years of experience in the finance industry.
Mark Anthony (CRD# 2275363) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 31 years of experience in the finance industry.