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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
Jeffrey Albright (CRD# 3262336) is an Investment Advisor Representative working at Creative Planning in Climax, NC and has over 23 years of experience in the finance industry.
Kimberley Aldrich (CRD# 6078780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has over 11 years of experience in the finance industry.
Scott Allen (CRD# 5900008) is an Investment Advisor Representative working at Equitable Advisors, LLC in Asheboro, NC and has over 12 years of experience in the finance industry.
Bradley Bishop (CRD# 1441255) is an Investment Advisor Representative working at Namtaf Advisors, LLC in Pittsboro, NC and has over 31 years of experience in the finance industry.
Jamal Brooks (CRD# 5334867) is an Investment Advisor Representative working at J. Brooks & Company, LLC in Greensboro, NC and has over 15 years of experience in the finance industry.
Jay Brownfield (CRD# 2245339) is an Investment Advisor Representative working at Edward Jones in Asheboro, NC and has over 31 years of experience in the finance industry. Jay Brownfield 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.
Roberta Brumsey (CRD# 2078810) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greensboro, NC and has over 27 years of experience in the finance industry. Roberta Brumsey 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.
James Bullard (CRD# 5620095) is an Investment Advisor Representative working at Equitable Advisors, LLC in West End, NC and has over 13 years of experience in the finance industry.
James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Laura Clapp (CRD# 6147029) is an Investment Advisor Representative working at Edward Jones in Siler City, NC and has over 11 years of experience in the finance industry.