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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
Charles Benson (CRD# 5083705) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Bern, NC and has over 17 years of experience in the finance industry. Charles Benson 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 Blain (CRD# 3174553) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 24 years of experience in the finance industry.
Christie Bonacci (CRD# 6795263) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 3 years of experience in the finance industry.
Georgiana Bowman (CRD# 4793904) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 7 years of experience in the finance industry.
Joanna Carr (CRD# 5792858) is an Investment Advisor Representative working at Edward Jones in New Bern, NC and has over 13 years of experience in the finance industry.
Marianne Carter (CRD# 3120560) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Sneads Ferry, NC and has over 25 years of experience in the finance industry.
Rachel Carter (CRD# 4679616) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Sneads Ferry, NC and has over 17 years of experience in the finance industry.
Mark Conard (CRD# 5763848) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Bern, NC and has over 13 years of experience in the finance industry. Mark Conard 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.
Patrick Cottle (CRD# 6074285) is an Investment Advisor Representative working at Edward Jones in Cedar Point, NC and has over 11 years of experience in the finance industry.
Hillary Cross (CRD# 5458636) is an Investment Advisor Representative working at Cooper Mcmanus in New Bern, NC and has over 14 years of experience in the finance industry.