-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Buckman (CRD# 5519785) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 15 years of experience in the finance industry.
James Buie (CRD# 1389296) is an Investment Advisor Representative working at Wells Fargo Advisors in Greenville, NC and has over 35 years of experience in the finance industry. James Buie 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.
Rebecca Buie (CRD# 5009132) is an Investment Advisor Representative working at Wells Fargo Advisors in Greenville, NC and has over 5 years of experience in the finance industry.
Robert Burleson (CRD# 2581973) is an Investment Advisor Representative working at Keel Point, LLC in Greenville, NC and has over 29 years of experience in the finance industry.
Belinda Butler (CRD# 3067338) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, NC and has over 18 years of experience in the finance industry. Belinda Butler 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.
Kathleen Cannon (CRD# 6399186) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 9 years of experience in the finance industry.
Janet Carpenter (CRD# 3067228) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, NC and has over 25 years of experience in the finance industry.
Jerry Carson (CRD# 4116428) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Greenville, NC and has over 24 years of experience in the finance industry.
Joseph Chrobak (CRD# 6341654) is an Investment Advisor Representative working at Edward Jones in Greenville, NC and has over 9 years of experience in the finance industry.
Eric Cohen (CRD# 6556190) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, NC and has over 8 years of experience in the finance industry.