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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
Michael Dipenta (CRD# 5132773) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 17 years of experience in the finance industry.
Michelle Disney (CRD# 5223974) is an Investment Advisor Representative working at Allworth Financial, LP in Durham, NC and has over 16 years of experience in the finance industry. Michelle Disney 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.
Terrence Donoghue (CRD# 808147) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Durham, NC and has over 44 years of experience in the finance industry.
Stuart Donovan (CRD# 4122736) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 23 years of experience in the finance industry.
William Dotterer (CRD# 2985402) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 26 years of experience in the finance industry.
Brian Elefante (CRD# 6302471) is an Investment Advisor Representative working at Lpl Financial LLC in Durham, NC and has over 10 years of experience in the finance industry. Brian Elefante 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.
Gary Elefante (CRD# 4475686) is an Investment Advisor Representative working at Lpl Financial LLC in Durham, NC and has over 22 years of experience in the finance industry. Gary Elefante 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.
Tamra Ellis (CRD# 5424246) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 13 years of experience in the finance industry.
Linda Erickson (CRD# 1335035) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Durham, NC and has over 39 years of experience in the finance industry. Linda Erickson 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.
Lauren Erickson Bennett (CRD# 4807079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Durham, NC and has over 19 years of experience in the finance industry.