-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Christina Simpson (CRD# 5255631) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 17 years of experience in the finance industry.
Charles Smith (CRD# 4188568) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fletcher, NC and has over 19 years of experience in the finance industry.
Justin Smith (CRD# 5555687) is an Investment Advisor Representative working at Edward Jones in Travelers Rest, SC and has over 15 years of experience in the finance industry.
Laurie Smith (CRD# 2197673) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 21 years of experience in the finance industry.
William Smith (CRD# 2723281) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Asheville, NC and has over 28 years of experience in the finance industry. William 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.
Susan Sorrells (CRD# 5258869) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 17 years of experience in the finance industry.
Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry. Dean St. Marie 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.
Ira Starr (CRD# 1366609) is an Investment Advisor Representative working at Ifc in Asheville, NC and has over 38 years of experience in the finance industry.
Mary Steele (CRD# 5774061) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Landrum, SC and has over 10 years of experience in the finance industry. Mary Steele 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.
Jack Steinhilber (CRD# 4245837) is an Investment Advisor Representative working at Agile Investments in Asheville, NC and has over 20 years of experience in the finance industry.