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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
Jason Bart (CRD# 5609032) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Lauren Bartholomew (CRD# 5321829) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Eliot Barton (CRD# 5873843) is an Investment Advisor Representative working at Edward Jones in Morrisville, NC and has over 13 years of experience in the finance industry.
Joshua Barwick (CRD# 6078958) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 11 years of experience in the finance industry. Joshua Barwick 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.
Roy Bass (CRD# 1424167) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 38 years of experience in the finance industry. Roy Bass 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.
Susan Batchelor (CRD# 6665722) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Colin Bates (CRD# 7025597) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 5 years of experience in the finance industry.
James Batey (CRD# 5075948) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 18 years of experience in the finance industry. James Batey 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.
Richard Battle (CRD# 2349045) is an Investment Advisor Representative working at Capital Investment Counsel Inc. in Raleigh, NC and has over 30 years of experience in the finance industry.
Landon Baucom (CRD# 6216305) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Durham, NC and has over 9 years of experience in the finance industry.