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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
Julio Aller (CRD# 2592897) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greensboro, NC and has over 28 years of experience in the finance industry.
John Bailey (CRD# 1279694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 39 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.
Jeffrey Bercaw (CRD# 6187565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Paul Bestehorn (CRD# 2897592) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greensboro, NC and has over 26 years of experience in the finance industry.
Todd Brooker (CRD# 6787103) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Greensboro, NC and has over 7 years of experience in the finance industry.
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.
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.
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.
Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.