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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
Edmund Batchelor (CRD# 5291030) is an Investment Advisor Representative working at Smith Salley Wealth Management in Greensboro, NC and has over 17 years of experience in the finance industry. Edmund Batchelor 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.
Susan Batchelor (CRD# 6665722) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Colin Bates (CRD# 7025597) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 5 years of experience in the finance industry.
James Batey (CRD# 5075948) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 18 years of experience in the finance industry. James Batey 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.
Michelle Beanland (CRD# 1517082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 37 years of experience in the finance industry.
Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 25 years of experience in the finance industry. David Belk 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.
John Bellingham (CRD# 1486478) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, NC and has over 18 years of experience in the finance industry. John Bellingham 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.
Angelina Bellochio (CRD# 5979461) is an Investment Advisor Representative working at 3sisters Sustainable Management, Inc. in Hillsborough, NC and has over 12 years of experience in the finance industry.
Samson Benen (CRD# 6634000) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 8 years of experience in the finance industry.