Distance Only Holly Springs, NC
- 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
Terrance Green (CRD# 2743962) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Terrance Green 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 putclients' interests first and comply with the Financial Planning Practice...
John Passey (CRD# 4955356) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Holly Springs, NC and has over 11 years of experience in the finance industry.