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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
Marvin Rauchbach (CRD# 1572097) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chapel Hill, NC and has over 26 years of experience in the finance industry.
Timothy Rauwald (CRD# 2189456) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 32 years of experience in the finance industry.
Stephen Reed (CRD# 4330479) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 23 years of experience in the finance industry.
Mark Rhoades (CRD# 5098868) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 18 years of experience in the finance industry. Mark Rhoades 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.
Alexander Richani (CRD# 6215239) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 10 years of experience in the finance industry. Alexander Richani 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 Richards (CRD# 4634375) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 21 years of experience in the finance industry.
Nicole Robertson (CRD# 5148573) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Chapel Hill, NC and has over 17 years of experience in the finance industry.
Mary Beth Roche (CRD# 5229012) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Chapel Hill, NC and has over 5 years of experience in the finance industry.
Rachelle Rosario (CRD# 6771800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Daniel Routh (CRD# 6062132) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry. Daniel Routh 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.