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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
Thomas Mountain (CRD# 4268250) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 23 years of experience in the finance industry.
Mark Nachimson (CRD# 2949745) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 23 years of experience in the finance industry. Mark Nachimson 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.
Mary-charles Nassif (CRD# 6338034) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 9 years of experience in the finance industry. Mary-charles Nassif 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.
Alexander Nelson (CRD# 6518831) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 8 years of experience in the finance industry.
Erik Neville (CRD# 6794670) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Henry Newton (CRD# 3084913) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 25 years of experience in the finance industry.
Elizabeth Nicholson (CRD# 2829771) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Durham, NC and has over 27 years of experience in the finance industry.
Sheridan O'connor (CRD# 6187537) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 10 years of experience in the finance industry. Sheridan O'connor 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 Odum (CRD# 7050717) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 5 years of experience in the finance industry.
Albert Otto (CRD# 1122364) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 40 years of experience in the finance industry.