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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
Stephan Shipe (CRD# 7084798) is an Investment Advisor Representative working at Scholar Financial Advising, LLC in Lewisville, NC and has over 8 years of experience in the finance industry. Stephan Shipe 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.
Amy Simmons (CRD# 4948896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 18 years of experience in the finance industry.
Michael Simpson (CRD# 4189224) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has over 23 years of experience in the finance industry.
Jason Singleton (CRD# 4687918) is an Investment Advisor Representative working at Good Life Advisors, LLC in Elkin, NC and has over 20 years of experience in the finance industry.
David Smith (CRD# 1754691) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 36 years of experience in the finance industry.
Eugene Smith (CRD# 835321) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Winston Salem, NC and has over 44 years of experience in the finance industry.
John Newton Smith (CRD# 4539401) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 21 years of experience in the finance industry.
Judith Smith (CRD# 4562808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Mickey Smith (CRD# 4720416) is an Investment Advisor Representative working at Lpl Financial LLC in Winston Salem, NC and has over 20 years of experience in the finance industry. Mickey Smith 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.
Torva Smith (CRD# 4221599) 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.