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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
Michael Owens (CRD# 2128682) is an Investment Advisor Representative working at Carolina Financial Services Group, Inc. in Greenville, NC and has over 25 years of experience in the investment industry.
As an independent advisor, I am required to do what is in the best interests for my clients. I also believe that being an independent financial advisor allows me to use a much wider variety of tools to better tailor your financial plan to you.
In 2007 I opened my own firm in order to provide my clients these advantages. Clients work with me because I take an active approach to managing and...
James Bengala (CRD# 1106654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, NC and has over 41 years of experience in the finance industry. James Bengala 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.
Brandon Biggs (CRD# 6929817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, NC and has over 5 years of experience in the finance industry.
Jonathan Blackwell (CRD# 5023105) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 18 years of experience in the finance industry. Jonathan Blackwell 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.
Carl Blackwood (CRD# 22742) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 39 years of experience in the finance industry.
Charles Bridgers (CRD# 1088116) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greenville, NC and has over 41 years of experience in the finance industry.
Stephen Brody (CRD# 1979957) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greenville, NC and has over 31 years of experience in the finance industry.
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.