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Distance Only Raleigh, 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
Scott Bacon (CRD# 6041063) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 12 years of experience in the finance industry. Scott Bacon 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.
William Bagby (CRD# 2718957) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 24 years of experience in the finance industry.
Charles Baker (CRD# 2052568) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Raleigh, NC and has over 34 years of experience in the finance industry.
Beryl Ball (CRD# 5480707) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 16 years of experience in the finance industry.
Darryl Banks (CRD# 6636823) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 7 years of experience in the finance industry.
Marc Baquerizo (CRD# 1614507) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 34 years of experience in the finance industry.
Amber Barefoot (CRD# 4826164) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Raleigh, NC and has over 18 years of experience in the finance industry.
Suzanne Barham (CRD# 2777720) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 27 years of experience in the finance industry.
Jay Barish (CRD# 4580494) is an Investment Advisor Representative working at Commonwealth Financial Network in Raleigh, NC and has over 21 years of experience in the finance industry. Jay Barish 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.
Jason Bart (CRD# 5609032) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.