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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
Cameron Powell (CRD# 7553612) is an Investment Advisor Representative working at Credit Union Investment Services in Belville, NC and has 1 year of experience in the finance industry.
Clayton Rexroad (CRD# 6519141) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 2 years of experience in the finance industry.
Danielle Rich (CRD# 7487935) 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.
Ryan Riedel (CRD# 6921950) is an Investment Advisor Representative working at D.a. Davidson & Company in Wilmington, NC and has over 6 years of experience in the finance industry.
Cort Rogers (CRD# 7745825) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has 1 year of experience in the finance industry.
Thompson Schollaert (CRD# 7563385) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has 1 year of experience in the finance industry.
Chad Slate (CRD# 4753275) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 4 years of experience in the finance industry.
Philip Sparacino (CRD# 2836992) is an Investment Advisor Representative working at Disciplined Portfolio Solutions LLC in Leland, NC and has over 27 years of experience in the finance industry.
Jordan Swann (CRD# 7690584) is an Investment Advisor Representative working at Wells Fargo Advisors in Leland, NC and has 1 year of experience in the finance industry.
Steven Swierkowski (CRD# 7307193) is an Investment Advisor Representative working at Counterweight Private Wealth in Wilmington, NC and has over 3 years of experience in the finance industry. Steven Swierkowski 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.