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Distance Only Waxhaw, NC
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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
Gregg Nelsen (CRD# 2498506) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Waxhaw, NC and has over 29 years of experience in the finance industry.
Robert Papaleo (CRD# 2677189) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Waxhaw, NC and has over 26 years of experience in the finance industry.
Thomas Pfaff (CRD# 6225284) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Waxhaw, NC and has over 10 years of experience in the finance industry.
Stacey Pickard (CRD# 2793596) is an Investment Advisor Representative working at Advice And Planning Services in Waxhaw, NC and has over 26 years of experience in the finance industry.
Tennyson Shifley (CRD# 1870169) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waxhaw, NC and has over 33 years of experience in the finance industry.
Scott Smith (CRD# 4800498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waxhaw, NC and has over 19 years of experience in the finance industry.
Franklin Sparkman (CRD# 5748112) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Waxhaw, NC and has over 13 years of experience in the finance industry.
Charles Terry (CRD# 5130876) is an Investment Advisor Representative working at Shepherd Wealth Partners in Waxhaw, NC and has over 17 years of experience in the finance industry. Charles Terry 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 Winther (CRD# 3188240) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Waxhaw, NC and has over 15 years of experience in the finance industry.
Jason Young (CRD# 4604338) is an Investment Advisor Representative working at Creative Planning in Waxhaw, NC and has over 21 years of experience in the finance industry. Jason Young 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.