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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
Eric Freedman (CRD# 3271899) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry.
Martin Frost (CRD# 5785818) is an Investment Advisor Representative working at Opus Financial Advisors, Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry. Martin Frost 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.
Allison Fry (CRD# 6322195) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry.
James Ganger (CRD# 2055216) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 33 years of experience in the finance industry.
Robert Garrett (CRD# 1320076) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 39 years of experience in the finance industry.
Elizabeth Gates (CRD# 5972813) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 12 years of experience in the finance industry.
David Gilner (CRD# 2780596) is an Investment Advisor Representative working at Lpl Financial LLC in Chapel Hill, NC and has over 27 years of experience in the finance industry.
Charlene Gladden (CRD# 6142065) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 10 years of experience in the finance industry.
Heather Godwin (CRD# 2417140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 19 years of experience in the finance industry.
Luis Gonzalez (CRD# 4429604) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.