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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
Philip D'agostino (CRD# 4945472) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 18 years of experience in the finance industry. Philip D'agostino 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.
Carlton Davis (CRD# 3124138) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Carlton Davis 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.
Tyler Dean (CRD# 6345734) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 9 years of experience in the finance industry.
Paul Delaney (CRD# 4554283) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Cary, NC and has over 21 years of experience in the finance industry.
Mark Despagni (CRD# 5935974) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 12 years of experience in the finance industry.
Toni Drapkin (CRD# 5672111) is an Investment Advisor Representative working at Avantax Advisory Services in Cary, NC and has over 14 years of experience in the finance industry.
William Dyson (CRD# 5913655) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cary, NC and has over 12 years of experience in the finance industry.
David Elliott (CRD# 4747289) is an Investment Advisor Representative working at Artifex Advisory Group, Inc. in Cary, NC and has over 18 years of experience in the finance industry.
Scott Ellis (CRD# 2376504) is an Investment Advisor Representative working at Avantax Advisory Services in Cary, NC and has over 30 years of experience in the finance industry.
Stephen Ellis (CRD# 2292370) is an Investment Advisor Representative working at Avantax Advisory Services in Cary, NC and has over 30 years of experience in the finance industry.