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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
Martin Brown (CRD# 710725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Durham, NC and has over 38 years of experience in the finance industry.
Milton Brown (CRD# 5464105) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry. Milton Brown 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.
Nathaniel Brown (CRD# 6097375) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Morrisville, NC and has over 11 years of experience in the finance industry.
Philip Brown (CRD# 6651096) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Ryan Brown (CRD# 6019932) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 10 years of experience in the finance industry.
Roberta Brumsey (CRD# 2078810) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greensboro, NC and has over 27 years of experience in the finance industry. Roberta Brumsey 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.
Catherine Bryant (CRD# 2189806) is an Investment Advisor Representative working at Cuso Financial Services in Carrboro, NC and has over 14 years of experience in the finance industry.
Karin Bryant (CRD# 5717735) is an Investment Advisor Representative working at Bryant & Brannock, LLC in Durham, NC and has over 5 years of experience in the finance industry.
Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Carrboro, NC and has over 34 years of experience in the finance industry. Lorren Bryant 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.
William Bryant (CRD# 4320326) is an Investment Advisor Representative working at Bryant & Brannock, LLC in Durham, NC and has over 23 years of experience in the finance industry. William Bryant 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.