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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
Harrison Cross (CRD# 7209975) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 4 years of experience in the finance industry.
Jordan Davis (CRD# 6899333) is an Investment Advisor Representative working at Edward Jones in Winston Salem, NC and has 1 year of experience in the finance industry.
William Davis (CRD# 7293478) is an Investment Advisor Representative working at D.a. Davidson & Company in Winston Salem, NC and has over 3 years of experience in the finance industry.
Henry De Noble (CRD# 7041977) is an Investment Advisor Representative working at Stephens in Winston Salem, NC and has over 4 years of experience in the finance industry.
Crystal Diamond (CRD# 6167461) is an Investment Advisor Representative working at Wells Fargo Advisors in Winston Salem, NC and has over 10 years of experience in the finance industry.
Matthew Duncan (CRD# 7676101) is an Investment Advisor Representative working at Quants Capital Management, Inc. in Winston Salem, NC and has 1 year of experience in the finance industry.
Jacob Dupuis (CRD# 7574576) is an Investment Advisor Representative working at Credit Union Investment Services in Wilkesboro, NC and has 1 year of experience in the finance industry.
Dakota Dzula (CRD# 7458479) is an Investment Advisor Representative working at Wells Fargo Advisors in Winston Salem, NC and has over 2 years of experience in the finance industry.
James Edmundson (CRD# 3166888) is an Investment Advisor Representative working at Salem Investment Counselors Inc. in Winston Salem, NC and has over 25 years of experience in the finance industry.
Shawn Elder (CRD# 6652825) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has 1 year of experience in the finance industry. Shawn Elder 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.