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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
Mark Obrien (CRD# 7624036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wake Forest, NC and has 1 year of experience in the finance industry.
Cody Peck (CRD# 5946410) is an Investment Advisor Representative working at Limber Capital LLC in Wake Forest, NC and has over 5 years of experience in the finance industry.
Robert Powell (CRD# 7621611) is an Investment Advisor Representative working at Credit Union Investment Services in Oxford, NC and has 1 year of experience in the finance industry.
John Rhodes (CRD# 7369074) is an Investment Advisor Representative working at Krilogy in Youngsville, NC and has 1 year of experience in the finance industry. John Rhodes 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.
April Sneed (CRD# 7751129) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wake Forest, NC and has 1 year of experience in the finance industry.
Rudy Stulc (CRD# 7705003) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has 1 year of experience in the finance industry.
Barry Venick (CRD# 6945301) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wake Forest, NC and has over 5 years of experience in the finance industry.
Olaf Von Ramm (CRD# 5294426) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Wake Forest, NC and has over 13 years of experience in the finance industry.
Jonathan White (CRD# 7863478) is an Investment Advisor Representative working at Edward Jones in Youngsville, NC and has 1 year of experience in the finance industry.