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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
John Lawson (CRD# 2087174) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Pinehurst, NC and has over 33 years of experience in the finance industry.
Barbara Lutke (CRD# 2775430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pinehurst, NC and has over 27 years of experience in the finance industry.
Gregory Lyon (CRD# 5169907) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 11 years of experience in the finance industry.
Lorelei Misenheimer (CRD# 2674305) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 25 years of experience in the finance industry. Lorelei Misenheimer 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.
Jennifer Morehead (CRD# 6405661) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 9 years of experience in the finance industry.
Jon Neuhs (CRD# 1202684) is an Investment Advisor Representative working at Equitable Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
Douglas Nixon (CRD# 5865757) is an Investment Advisor Representative working at Lincoln Investment in Albemarle, NC and has over 13 years of experience in the finance industry.
Richard Palmer (CRD# 2225117) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pinehurst, NC and has over 32 years of experience in the finance industry.
Anna Pottle (CRD# 6850460) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 6 years of experience in the finance industry.
Troy Puchalski (CRD# 6721729) is an Investment Advisor Representative working at Edward Jones in West End, NC and has over 7 years of experience in the finance industry.