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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 Overcash (CRD# 1483034) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 26 years of experience in the finance industry.
Allen Parker (CRD# 4717927) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 20 years of experience in the finance industry. Allen Parker 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.
Derek Parrish (CRD# 5887537) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 13 years of experience in the finance industry.
Erica Patella (CRD# 6932783) is an Investment Advisor Representative working at Cardinal Retirement Planning, Inc. in Durham, NC and has over 6 years of experience in the finance industry.
Bryan Piccirillo (CRD# 6740532) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 7 years of experience in the finance industry.
Thomas Poleski (CRD# 6160458) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 11 years of experience in the finance industry.
Nicholas Powell (CRD# 5102932) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 17 years of experience in the finance industry. Nicholas Powell 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.
Kurt Preble (CRD# 4359110) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 22 years of experience in the finance industry.
Janet Ramsey (CRD# 1317643) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Durham, NC and has over 39 years of experience in the finance industry. Janet Ramsey 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.
Charles Rankin (CRD# 7063631) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 5 years of experience in the finance industry.