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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
Vicki Bertholomey (CRD# 4418591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in High Point, NC and has over 22 years of experience in the finance industry.
Robert Blakely (CRD# 2593939) is an Investment Advisor Representative working at Commonwealth Financial Network in High Point, NC and has over 29 years of experience in the finance industry. Robert Blakely 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.
David Bolick (CRD# 2726027) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salisbury, NC and has over 27 years of experience in the finance industry.
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 25 years of experience in the finance industry. Norman Bradshaw 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.
Brad Brady (CRD# 2816857) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 27 years of experience in the finance industry.
Eric Brady (CRD# 2152702) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 32 years of experience in the finance industry.
Robert Brafford (CRD# 6003277) is an Investment Advisor Representative working at Legacy One Wealth Management in Jamestown, NC and has over 12 years of experience in the finance industry.
William Britt (CRD# 4417916) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, NC and has over 22 years of experience in the finance industry.
Jay Brownfield (CRD# 2245339) is an Investment Advisor Representative working at Edward Jones in Asheboro, NC and has over 31 years of experience in the finance industry. Jay Brownfield 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.
Eric Brumagin (CRD# 1518822) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Jamestown, NC and has over 37 years of experience in the finance industry.