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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
Bonnie Fischer (CRD# 2632400) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 28 years of experience in the finance industry.
Allison Flippin (CRD# 6773344) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 6 years of experience in the finance industry. Allison Flippin 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.
Christopher Flowers (CRD# 6905954) is an Investment Advisor Representative working at Edward Jones in Holly Springs, NC and has over 6 years of experience in the finance industry.
Thomas Formhals (CRD# 5725333) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Fuquay Varina, NC and has over 14 years of experience in the finance industry.
Eve Fowler (CRD# 2731156) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 26 years of experience in the finance industry.
Charles Galt (CRD# 2052634) is an Investment Advisor Representative working at Wellness Financial Associates LLC in Cary, NC and has over 33 years of experience in the finance industry.
Connie Gardner (CRD# 2992077) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 26 years of experience in the finance industry.
Dustin Garrett (CRD# 6725254) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 6 years of experience in the finance industry.
Wendy Garrett (CRD# 6494311) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 8 years of experience in the finance industry.
Pragati Gautam Sharma (CRD# 1862012) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fayetteville, NC and has over 35 years of experience in the finance industry. Pragati Gautam Sharma 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.