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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
Joseph Spencer (CRD# 6504703) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville, NC and has over 8 years of experience in the finance industry.
Justin Tart (CRD# 4838177) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kinson, NC and has over 20 years of experience in the finance industry. Justin Tart 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.
Deborah Tayloe (CRD# 4645918) is an Investment Advisor Representative working at Tayloe Financial Services, LLC in New Bern, NC and has over 20 years of experience in the finance industry. Deborah Tayloe 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.
Kelley Tyson (CRD# 5650880) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 15 years of experience in the finance industry.
Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 17 years of experience in the finance industry. Madeline Valente 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.
Kevin Wagner (CRD# 1070463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, NC and has over 41 years of experience in the finance industry.
Taylor Whitford (CRD# 5328149) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 16 years of experience in the finance industry.
Michael Wille (CRD# 4918368) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Bern, NC and has over 18 years of experience in the finance industry.
Cynthia Williams (CRD# 2775391) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 17 years of experience in the finance industry.
Kevin Zoltek (CRD# 4316596) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kinston, NC and has over 23 years of experience in the finance industry.