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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
Jennifer Hoselton (CRD# 4498484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Christopher Hostetler (CRD# 5194180) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 17 years of experience in the finance industry. Christopher Hostetler 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.
Timothy Hucks (CRD# 1023012) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Chapel Hill, NC and has over 41 years of experience in the finance industry.
Matthew Inman (CRD# 6591261) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 8 years of experience in the finance industry. Matthew Inman 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.
Emma Jackson (CRD# 5052924) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry.
Michael Jackson (CRD# 2753608) is an Investment Advisor Representative working at Phoenix Wealth Advisors Inc. in Chapel Hill, NC and has over 27 years of experience in the finance industry.
David Jester (CRD# 5413316) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Jon Jester (CRD# 4253136) is an Investment Advisor Representative working at Brown Advisory in Chapel Hill, NC and has over 23 years of experience in the finance industry. Jon Jester 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.
Richard Kagan (CRD# 861155) is an Investment Advisor Representative working at Commonwealth Financial Network in Chapel Hill, NC and has over 44 years of experience in the finance industry.
Leigh Kempf (CRD# 2460089) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 29 years of experience in the finance industry.