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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
Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.
Nicole Casp (CRD# 2503646) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West End, NC and has over 19 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. Laura Clapp 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.
Joseph Cone (CRD# 6246880) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Rufus Crawley (CRD# 2969675) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 22 years of experience in the finance industry.
Egbert Davis (CRD# 5499378) is an Investment Advisor Representative working at 95 Impact Capital, Inc. in Greensboro, NC and has over 7 years of experience in the finance industry.
William Depriest (CRD# 6396938) is an Investment Advisor Representative working at Avantax Advisory Services in Greensboro, NC and has over 9 years of experience in the finance industry.
Bernard Donohue (CRD# 4028837) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 24 years of experience in the finance industry.
John Dye (CRD# 6065524) is an Investment Advisor Representative working at Edward Jones in Asheboro, NC and has over 11 years of experience in the finance industry.
James Eddington (CRD# 3260578) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 10 years of experience in the finance industry.