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Distance Metro area (25 miles)
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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
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high-quality experience for each and every client.
Wayland Crutchfield (CRD# 1377583) is an Investment Advisor Representative working at Crutchfield Advisors, Inc. in Apex, NC and has over 33 years of experience in the finance industry. Wayland Crutchfield 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.
Charles Houston (CRD# 2642846) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 21 years of experience in the finance industry. Charles Houston 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.
David Adkisson (CRD# 5237983) is an Investment Advisor Representative working at Adkisson Capital, LLC in Apex, NC and has over 9 years of experience in the finance industry.
Alan Collins (CRD# 5028926) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Apex, NC and has over 11 years of experience in the finance industry.
Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Eqis Capital Management in Apex, NC and has over 10 years of experience in the finance industry.
Daniel Davis (CRD# 2708053) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Apex, NC and has over 22 years of experience in the finance industry.
Bonnie Fischer (CRD# 2632400) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 22 years of experience in the finance industry.
Joseph Malfeo (CRD# 3031535) is an Investment Advisor Representative working at Command Capital Management LLC in Apex, NC and has over 19 years of experience in the finance industry.
Lauren Medlin (CRD# 5850698) is an Investment Advisor Representative working at Credit Union Investment Services in Apex, NC and has over 7 years of experience in the finance industry.