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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
Christopher Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 18 years of experience in the finance industry.
Kenneth Bollinger (CRD# 2461770) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 26 years of experience in the finance industry. Kenneth Bollinger 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.
David Bomar (CRD# 5030761) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 18 years of experience in the finance industry.
Gayle Bomar (CRD# 25377) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 37 years of experience in the finance industry.
Martin Boney (CRD# 2214276) is an Investment Advisor Representative working at Tradewinds, LLC in Raleigh, NC and has over 32 years of experience in the finance industry.
Diane Bonner (CRD# 2884437) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Chapel Hill, NC and has over 18 years of experience in the finance industry. Diane Bonner 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.
Kerolous Botros (CRD# 5685160) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.
James Bowdish (CRD# 3123554) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 25 years of experience in the finance industry.
Stephanie Bowens (CRD# 2926294) is an Investment Advisor Representative working at Triad Advisors, LLC in Cary, NC and has over 26 years of experience in the finance industry.
Jason Bowie (CRD# 4381635) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 21 years of experience in the finance industry. Jason Bowie 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.