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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
Stephen Ellis (CRD# 5139296) is an Investment Advisor Representative working at Lpl Financial LLC in Chapel Hill, NC and has over 17 years of experience in the finance industry.
Christopher Elmore (CRD# 4718239) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Russell Eriksen (CRD# 4750709) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 20 years of experience in the finance industry. Russell Eriksen 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.
Roger Eubanks (CRD# 2601243) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 28 years of experience in the finance industry.
Thomas Fenn (CRD# 1430056) is an Investment Advisor Representative working at T. Fenn Financial Planning, LLC in Chapel Hill, NC and has over 34 years of experience in the finance industry. Thomas Fenn 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.
Kent Fisher (CRD# 3272619) is an Investment Advisor Representative working at Southern Investment Management Collective LLC in Chapel Hill, NC and has over 11 years of experience in the finance industry. Kent Fisher 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.
Martha Ford (CRD# 4437248) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Joseph Fox (CRD# 4466171) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 21 years of experience in the finance industry. Joseph Fox 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.
Deborah Frazier (CRD# 4411668) is an Investment Advisor Representative working at Frazier Financial Consultants, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.
Richard Frazier (CRD# 5392241) is an Investment Advisor Representative working at Frazier Financial Consultants, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Richard Frazier 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.