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Distance Only New Bern, 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
Elizabeth Hartman (CRD# 7056845) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 5 years of experience in the finance industry.
Elevia Hearne (CRD# 4189499) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 23 years of experience in the finance industry.
Rita Hendrick-Smith (CRD# 4621478) is an Investment Advisor Representative working at Altrius Capital Management, Inc. in New Bern, NC and has over 12 years of experience in the finance industry.
Ayasha Jones (CRD# 6899331) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 6 years of experience in the finance industry.
Geoffrey McLawhorn (CRD# 5744854) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Bern, NC and has over 13 years of experience in the finance industry.
Paul Melson (CRD# 4670659) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Bern, NC and has over 20 years of experience in the finance industry.
James Mosher (CRD# 7068224) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry. James Mosher 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.
Daniel Murphy (CRD# 2835951) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has over 27 years of experience in the finance industry.
John Noto (CRD# 1522851) is an Investment Advisor Representative working at Noto Capital in New Bern, NC and has over 37 years of experience in the finance industry.
Robert Overman (CRD# 1435768) is an Investment Advisor Representative working at Triad Advisors, LLC in New Bern, NC and has over 38 years of experience in the finance industry.