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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
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.
Dennis Greenway (CRD# 3092298) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry.
Amy Grieves (CRD# 3069877) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 25 years of experience in the finance industry. Amy Grieves 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.
Steven Halko (CRD# 4719583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Marci Hansen (CRD# 4543565) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Christopher Harp (CRD# 4732684) is an Investment Advisor Representative working at Ch Capital Management in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Andrew Hart (CRD# 1585970) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 36 years of experience in the finance industry. Andrew Hart 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.
Vanessa Haythorn (CRD# 5547763) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 14 years of experience in the finance industry. Vanessa Haythorn 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.
Pamelia Herndon (CRD# 2984087) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chapel Hill, NC and has over 23 years of experience in the finance industry.
Melissa Herzog (CRD# 4478519) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.