Peoples Investment Services, Inc.An Independent Firm

About Us

Financial Advisor Image
David Brown
CERTIFIED FINANCIAL PLANNER™
Branch Manager
Financial Advisor, RJFS
Previous positions held:
Peoples Investment Services since 1996
Education:
University of Florida, BA Accounting 1984
College For Financial Planning CFP Professional Education Program 1999
Series 7,24,31,51,63,65 Life, Health & Long Term Care Insurance Licensed
Community Groups:
Newton Conover Rotary Club
Humane Society of Catawba County
Financial Advisor Image
Mark Gustafson
Financial Advisor, RJFS
Previous positions held:
Peoples Investment Services since 2000
Education:
Appalachian State University, BA 1970, MA 1971
Series 7,63,65
Life, Health and Long Term Care Insurance Licensed
Financial Advisor Image
C. Randy Rodgers
CERTIFIED FINANCIAL PLANNER™
Financial Advisor, RJFS
Previous positions held:
Peoples Investment Services since 2011
Financial Services since 1994
Education:
University of South Carolina, BS 1980
College for Financial Planning CFP Certificant 2006
Series 7, 65, 26 Life, Health and Long Term Care Licensed
Financial Advisor Image
Michelle Powers
Licensed Sales Assistant, RJFS
Previous positions held:
Peoples Investment Services since 2003
Education:
Series 6,7 and 63
Life and Health Insurance Licensed

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.

510-D West C Street
NewtonNC 28658
Phone: 828-464-5620
Fax: 828-466-5034
1074 River Highway
MooresvilleNC 28117
Phone: 704-658-3600
Fax: 704-658-3610
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC