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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
Tristan Helms (CRD# 7004955) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cary, NC and has over 5 years of experience in the finance industry.
Cale Herndon (CRD# 4476871) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 11 years of experience in the finance industry.
Carman Hicks (CRD# 3156997) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Cary, NC and has over 25 years of experience in the finance industry. Carman Hicks 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.
Michael Honea (CRD# 6444865) is an Investment Advisor Representative working at Cary Financial Planning, LLC in Cary, NC and has over 9 years of experience in the finance industry. Michael Honea 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.
Barry Horne (CRD# 2289443) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Cary, NC and has over 31 years of experience in the finance industry.
H. Hughes (CRD# 5915905) is an Investment Advisor Representative working at Commonwealth Financial Network in Cary, NC and has over 12 years of experience in the finance industry. H. Hughes 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.
Sean Hussey (CRD# 5584142) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 15 years of experience in the finance industry.
Todd Iglehart (CRD# 6645163) is an Investment Advisor Representative working at Family Legacy Financial Solutions, LLC in Cary, NC and has over 7 years of experience in the finance industry.
Cody Jeffcoat (CRD# 4686525) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cary, NC and has over 20 years of experience in the finance industry. Cody Jeffcoat 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 Johnson (CRD# 2041695) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cary, NC and has over 34 years of experience in the finance industry.