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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
Philip Brown (CRD# 6651096) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 7 years of experience in the finance industry.
William Bunch (CRD# 6657533) is an Investment Advisor Representative working at Maze Financial Planning in Chapel Hill, NC and has over 7 years of experience in the finance industry. William Bunch 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.
Nathan Byrd (CRD# 6009516) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Nathan Byrd 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.
Wyman Byrd (CRD# 4888880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Chapel Hill, NC and has over 12 years of experience in the finance industry.
William Campbell (CRD# 2947652) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 26 years of experience in the finance industry.
Marvin Carver (CRD# 859095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 37 years of experience in the finance industry.
Johnaustin Chapman (CRD# 6257169) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 10 years of experience in the finance industry.
Wheeler Chapman (CRD# 1576966) is an Investment Advisor Representative working at Chapman Financial Group, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.
Meghan Childs (CRD# 5311263) is an Investment Advisor Representative working at Boundary Street Partners LP in Chapel Hill, NC and has over 13 years of experience in the finance industry.
Cynthia Clark (CRD# 1024364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 42 years of experience in the finance industry.