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Distance Only Chapel Hill, NC
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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
Kyle Clements (CRD# 2214896) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chapel Hill, NC and has over 32 years of experience in the finance industry. Kyle Clements 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.
Seth Cogswell (CRD# 5010120) is an Investment Advisor Representative working at Aspentree Capital Corporation in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Victor Colella (CRD# 6592031) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Christopher Combs (CRD# 5589960) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 15 years of experience in the finance industry.
Tabitha Concepcion (CRD# 6329804) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapel Hill, NC and has over 9 years of experience in the finance industry. Tabitha Concepcion 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.
James Cordell (CRD# 2200732) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Chapel Hill, NC and has over 32 years of experience in the finance industry.
David R. Crispin (CRD# 5973925) is an Investment Advisor Representative working at Seven Cedars Financial in Chapel Hill, NC and has over 8 years of experience in the finance industry. David is a Certified Financial Planner and Chartered Special Needs Consultant who strives to help individuals and business owners articulate and construct and successful financial plan.
Brad Dalton (CRD# 4669764) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Nilsa Daniel (CRD# 6488437) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Tracy Davies (CRD# 5166755) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 16 years of experience in the finance industry. Tracy Davies 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.