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Distance Only Winston Salem, 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
Travis Lethco (CRD# 6023960) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 11 years of experience in the finance industry.
Shannon Lewis (CRD# 1716979) is an Investment Advisor Representative working at Wells Fargo Advisors in Winston Salem, NC and has over 23 years of experience in the finance industry.
Todd Lockhart (CRD# 4383463) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 23 years of experience in the finance industry.
Kevin Lyall (CRD# 2970073) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Winston Salem, NC and has over 22 years of experience in the finance industry.
Elizabeth Madden (CRD# 4217611) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 23 years of experience in the finance industry.
Mary Mallett (CRD# 2075728) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 33 years of experience in the finance industry.
Gerald Malmo (CRD# 2447855) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 30 years of experience in the finance industry.
Lucia Marshall (CRD# 4357186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 22 years of experience in the finance industry.
James Martin (CRD# 1761100) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 35 years of experience in the finance industry.
Matthew Masten (CRD# 3087394) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 25 years of experience in the finance industry. Matthew Masten 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.