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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
Brian Bunn (CRD# 6999749) is an Investment Advisor Representative working at Brian B. Bunn Cpa, Pllc in Raleigh, NC and has 1 year of experience in the finance industry.
Amy Button (CRD# 4805701) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 16 years of experience in the finance industry.
Timothy Byrd (CRD# 5918091) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.
Charles Calloway (CRD# 1540951) is an Investment Advisor Representative working at Primerica Advisors in Garner, NC and has over 11 years of experience in the finance industry.
Anita Cannon (CRD# 5054343) is an Investment Advisor Representative working at Pnc Investments in Fayetteville, NC and has over 18 years of experience in the finance industry.
Brandy Carlson (CRD# 6450397) is an Investment Advisor Representative working at Credit Union Investment Services in Smithfield, NC and has over 8 years of experience in the finance industry.
Kimberly Carstens (CRD# 5035732) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 15 years of experience in the finance industry. Jason Carter 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.
Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 28 years of experience in the finance industry.
Cynthia Celeste (CRD# 2466765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, NC and has over 21 years of experience in the finance industry.