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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
Jonathan Dell (CRD# 4516773) is an Investment Advisor Representative working at Advice And Planning Services in Hampstead, NC and has over 15 years of experience in the finance industry.
Mary Dolan (CRD# 6277482) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 4 years of experience in the finance industry.
Bryce Edmister (CRD# 7200853) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has over 4 years of experience in the finance industry.
Jonathan Forte (CRD# 7553170) is an Investment Advisor Representative working at Credit Union Investment Services in Wilmington, NC and has 1 year of experience in the finance industry.
Tyler Franceschini (CRD# 7435764) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 2 years of experience in the finance industry.
Mindy Gallina (CRD# 7603562) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Hampstead, NC and has 1 year of experience in the finance industry.
Austin Griffie (CRD# 7020479) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wilmington, NC and has over 2 years of experience in the finance industry.
Travis Guerry (CRD# 7701426) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has 1 year of experience in the finance industry.
William Hedrick (CRD# 7255435) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 4 years of experience in the finance industry.
Dustin Hocken (CRD# 6138523) is an Investment Advisor Representative working at Omnistar Financial Group, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry. Dustin Hocken 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.