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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
Morgan Tarr (CRD# 4760457) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Thomas Teeple (CRD# 6760068) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Christopher Thomas (CRD# 6753241) is an Investment Advisor Representative working at Atlantic Private Wealth, LLC in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Lea Townes (CRD# 2768683) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Chapel Hill, NC and has over 27 years of experience in the finance industry. Lea Townes 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.
Teresa Travis (CRD# 4818226) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 9 years of experience in the finance industry.
Chelsea Trimble (CRD# 5134851) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 17 years of experience in the finance industry.
Daniel Trub (CRD# 6975326) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 5 years of experience in the finance industry.
Joshua Turner (CRD# 6384409) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 9 years of experience in the finance industry.
Carla Tyner (CRD# 5163659) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.
Erin Vickery (CRD# 6723556) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has over 7 years of experience in the finance industry. Erin Vickery 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.