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Distance Only Greensboro, NC
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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
Jamal Brooks (CRD# 5334867) is an Investment Advisor Representative working at J. Brooks & Company, LLC in Greensboro, NC and has over 15 years of experience in the finance industry.
Michael Brown (CRD# 2965633) is an Investment Advisor Representative working at Olde Towne Financial Management Company in Greensboro, NC and has over 26 years of experience in the finance industry.
Sherri Brown (CRD# 2795581) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Greensboro, NC and has over 24 years of experience in the finance industry.
John Brownlow (CRD# 2681238) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 25 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.
Timothy Bullard (CRD# 4078781) is an Investment Advisor Representative working at Wells Fargo Advisors in Greensboro, NC and has over 24 years of experience in the finance industry.
James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Sherry Campbell (CRD# 2407196) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 27 years of experience in the finance industry. Sherry Campbell 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.
James Carlson (CRD# 4134811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 23 years of experience in the finance industry.
Barry Carpenter (CRD# 3222077) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.