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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
Paul Burns (CRD# 5631118) is an Investment Advisor Representative working at Edward Jones in Graham, NC and has over 15 years of experience in the finance industry.
Brian Buttolph (CRD# 5494249) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 16 years of experience in the finance industry.
James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Sherry Campbell (CRD# 2407196) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 27 years of experience in the finance industry. Sherry Campbell 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 Carlson (CRD# 4134811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 23 years of experience in the finance industry.
Barry Carpenter (CRD# 3222077) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Brooke Carpenter (CRD# 6694726) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, NC and has over 7 years of experience in the finance industry.
Charles Carrick (CRD# 1330091) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 39 years of experience in the finance industry. Charles Carrick 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.
Warren Carrick (CRD# 5728615) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 14 years of experience in the finance industry.
Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.