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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
Robert Wheeler (CRD# 4243940) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.
Glenn Wilkinson (CRD# 2115646) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Wilmington, NC and has over 33 years of experience in the finance industry.
Bethany Williams (CRD# 6039491) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 11 years of experience in the finance industry.
James Williams (CRD# 2634058) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 28 years of experience in the finance industry. James Williams 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.
Lori Williams (CRD# 3019916) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 23 years of experience in the finance industry.
Ralph Williams (CRD# 866490) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 36 years of experience in the finance industry. Ralph Williams 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.
John Willse (CRD# 1371115) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmington, NC and has over 39 years of experience in the finance industry.
Elise Wilson (CRD# 3135521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 25 years of experience in the finance industry.
Kenneth Wilson (CRD# 5134789) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 17 years of experience in the finance industry.
George Winslow (CRD# 5746341) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 14 years of experience in the finance industry.