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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
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.
Brian Mathis (CRD# 2026320) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 25 years of experience in the finance industry.
Tracey McInnis (CRD# 4536940) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 21 years of experience in the finance industry. Tracey McInnis 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 Mitchell (CRD# 4488216) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 22 years of experience in the finance industry.
Dargan Moore (CRD# 4492828) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 22 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.
Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
Colleen O'donnell (CRD# 4751374) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 19 years of experience in the finance industry.
Gregory Pace (CRD# 5631219) is an Investment Advisor Representative working at Edward Jones in Sanford, NC and has over 15 years of experience in the finance industry.