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Distance Only Cary, NC
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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
Kathy Burns (CRD# 4454575) is an Investment Advisor Representative working at Lpl Financial LLC in Cary, NC and has over 22 years of experience in the finance industry.
Misty Bussey (CRD# 4777097) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 6 years of experience in the finance industry.
Eric Carrillo (CRD# 5372853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 16 years of experience in the finance industry.
Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 15 years of experience in the finance industry. Jason Carter 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.
Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 29 years of experience in the finance industry.
Toni Clegg (CRD# 3257527) is an Investment Advisor Representative working at Lpl Financial LLC in Cary, NC and has over 24 years of experience in the finance industry.
Gary Clementson (CRD# 5693752) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Cary, NC and has over 14 years of experience in the finance industry.
Tracy Cohen-Mcluckie (CRD# 1894709) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Cary, NC and has over 35 years of experience in the finance industry.
Matthew Conroy (CRD# 4907915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 16 years of experience in the finance industry.
Daniel Corley (CRD# 3054146) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cary, NC and has over 26 years of experience in the finance industry.