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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 Terrey (CRD# 5472697) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Durham, NC and has over 16 years of experience in the finance industry.
Dan Thomason (CRD# 4875650) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 19 years of experience in the finance industry.
Augustus Thompson (CRD# 1556634) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Durham, NC and has over 37 years of experience in the finance industry. Augustus Thompson 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.
Steven Thorpe (CRD# 5788788) is an Investment Advisor Representative working at Pragmatic Portfolios, LLC in Durham, NC and has over 14 years of experience in the finance industry.
Edward Tiryakian (CRD# 1051635) is an Investment Advisor Representative working at Triad Advisors, LLC in Durham, NC and has over 41 years of experience in the finance industry.
John Todd (CRD# 6519568) is an Investment Advisor Representative working at Arbor Point Advisors in Durham, NC and has over 8 years of experience in the finance industry.
Malcolm Trevillian (CRD# 1001676) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has 1 year of experience in the finance industry.
James Tucker (CRD# 1739329) is an Investment Advisor Representative working at Commonwealth Financial Network in Durham, NC and has over 36 years of experience in the finance industry. James Tucker 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.
Matthew Underwood (CRD# 5907386) is an Investment Advisor Representative working at Global Strategic Investment Solutions in Durham, NC and has over 13 years of experience in the finance industry.
Joshua Wagenaar (CRD# 6576015) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 8 years of experience in the finance industry.