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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
Lauren Bartholomew (CRD# 5321829) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Roy Bass (CRD# 1424167) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 38 years of experience in the finance industry. Roy Bass 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.
Richard Battle (CRD# 2349045) is an Investment Advisor Representative working at Capital Investment Counsel Inc. in Raleigh, NC and has over 30 years of experience in the finance industry.
Kristina Baumann (CRD# 5405922) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.
Marshall Beach (CRD# 15512) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Raleigh, NC and has over 41 years of experience in the finance industry.
Kyle Beals (CRD# 4258724) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Raleigh, NC and has over 23 years of experience in the finance industry.
Joshua Beams (CRD# 5227875) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Christopher Beanland (CRD# 5821780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 11 years of experience in the finance industry.
Thomas Beck (CRD# 5319066) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Raleigh, NC and has over 15 years of experience in the finance industry.
Eric Belanger (CRD# 6974912) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 5 years of experience in the finance industry. Eric Belanger 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.