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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
Indranath Lahiri (CRD# 5555981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 13 years of experience in the finance industry.
William Langdon (CRD# 3174227) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chapel Hill, NC and has over 25 years of experience in the finance industry.
Robert Lincoln (CRD# 4805064) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Chapel Hill, NC and has over 19 years of experience in the finance industry.
George Littlewood (CRD# 1076922) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 41 years of experience in the finance industry.
Georgios Livanos (CRD# 2412486) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 30 years of experience in the finance industry.
Charles Mahaffey (CRD# 5731782) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.
Madhulavi Majumder (CRD# 4126034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 23 years of experience in the finance industry.
Robert Mallernee (CRD# 5114053) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 18 years of experience in the finance industry.
Jean Masse (CRD# 2842612) is an Investment Advisor Representative working at J. Pierre Masse in Chapel Hill, NC and has over 27 years of experience in the finance industry.
Amy Jo McElfresh (CRD# 6886322) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Amy Jo McElfresh 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.