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Distance Only Morrisville, 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
Eliot Barton (CRD# 5873843) is an Investment Advisor Representative working at Edward Jones in Morrisville, NC and has over 13 years of experience in the finance industry.
Vimal Bisaria (CRD# 6542468) is an Investment Advisor Representative working at Edward Jones in Morrisville, NC and has over 7 years of experience in the finance industry.
Nathaniel Brown (CRD# 6097375) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Morrisville, NC and has over 11 years of experience in the finance industry.
Rajesh Chundi (CRD# 6420034) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Morrisville, NC and has over 9 years of experience in the finance industry.
James Hamlett (CRD# 1159023) is an Investment Advisor Representative working at Hamlett Investment Planning in Morrisville, NC and has over 40 years of experience in the finance industry.
Brian Reynolds (CRD# 4023117) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Morrisville, NC and has over 24 years of experience in the finance industry. Brian Reynolds 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.
Douglas Richmond (CRD# 802784) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Morrisville, NC and has over 26 years of experience in the finance industry.
Shenghao Song (CRD# 6590379) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Morrisville, NC and has over 7 years of experience in the finance industry.
Joseph Spendley (CRD# 2853769) is an Investment Advisor Representative working at Edward Jones in Morrisville, NC and has over 5 years of experience in the finance industry.
Mohan Vidwans (CRD# 6273216) is an Investment Advisor Representative working at Vidwans Financial, LLC in Morrisville, NC and has 1 year of experience in the finance industry. Mohan Vidwans 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.