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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
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry. David Belk 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.
Angelina Bellochio (CRD# 5979461) is an Investment Advisor Representative working at 3sisters Sustainable Management, Inc. in Hillsborough, NC and has over 12 years of experience in the finance industry.
Samson Benen (CRD# 6634000) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 8 years of experience in the finance industry.
John Berard (CRD# 2231287) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 31 years of experience in the finance industry.
Jeffrey Bercaw (CRD# 6187565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Sarah Bernard (CRD# 5691555) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 9 years of experience in the finance industry.
John Berry (CRD# 2991677) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cary, NC and has over 26 years of experience in the finance industry. John Berry 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.
Paul Bestehorn (CRD# 2897592) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greensboro, NC and has over 26 years of experience in the finance industry.
Charles Betts (CRD# 2165056) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greensboro, NC and has over 32 years of experience in the finance industry.
George Bingham (CRD# 4284995) is an Investment Advisor Representative working at 3sisters Sustainable Management, Inc. in Hillsborough, NC and has over 23 years of experience in the finance industry. George Bingham 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.