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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
Patrick Riley (CRD# 4434612) is an Investment Advisor Representative working at Optimal Planning LLC in Concord, NC and has over 22 years of experience in the finance industry.
Marc Shepherd (CRD# 2749072) is an Investment Advisor Representative working at Principal Securities, Inc. in Concord, NC and has over 8 years of experience in the finance industry.
Ronald Smith (CRD# 858603) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 31 years of experience in the finance industry.
Jarrett Sparks (CRD# 4970233) is an Investment Advisor Representative working at Advice And Planning Services in Concord, NC and has over 18 years of experience in the finance industry.
Leo Theriault (CRD# 6298636) is an Investment Advisor Representative working at Family Wealth Partners Concord, Inc. in Concord, NC and has over 10 years of experience in the finance industry.
Charles Treece (CRD# 2318868) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Concord, NC and has over 31 years of experience in the finance industry.
Marshall Ward (CRD# 7067355) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 4 years of experience in the finance industry.
Anna Williams (CRD# 2888375) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 26 years of experience in the finance industry.
Jon Yancey (CRD# 5284474) is an Investment Advisor Representative working at Alphastar Capital Management in Concord, NC and has over 10 years of experience in the finance industry.
Thomas Burick (CRD# 7573160) is an Investment Advisor Representative working at Credit Union Investment Services in Concord, NC and has 1 year of experience in the finance industry.