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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
Austin Rutledge (CRD# 4140660) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry.
Martin Sather (CRD# 3154736) is an Investment Advisor Representative working at Boundary Street Partners LP in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Kurt Schmiemann (CRD# 4393981) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chapel Hill, NC and has over 21 years of experience in the finance industry.
Christopher Sherman (CRD# 6696629) is an Investment Advisor Representative working at Sherman Financial in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Florence Smith (CRD# 7082526) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chapel Hill, NC and has over 3 years of experience in the finance industry. Florence Smith 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.
Eric Sobocinski (CRD# 4619747) is an Investment Advisor Representative working at Amphora Wealth Management, LLC in Chapel Hill, NC and has over 21 years of experience in the finance industry.
Devesha Solanki (CRD# 6764637) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 6 years of experience in the finance industry.
David Stangohr (CRD# 2504954) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 16 years of experience in the finance industry.
Cynthia Stroik (CRD# 5897597) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry.
Craig Sullivan (CRD# 5263655) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 17 years of experience in the finance industry.