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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 Crews (CRD# 4887723) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry. Charles Crews 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.
Julie Daniels (CRD# 5480880) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 5 years of experience in the finance industry.
Thomas Daniels (CRD# 1434956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goldsboro, NC and has over 37 years of experience in the finance industry.
Gordon Davis (CRD# 1255093) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 40 years of experience in the finance industry.
Stephanie Davis (CRD# 1927350) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 23 years of experience in the finance industry.
Dana Dawson (CRD# 6411669) is an Investment Advisor Representative working at Credit Union Investment Services in Wilson, NC and has over 9 years of experience in the finance industry.
Chelsea Deese (CRD# 7063719) is an Investment Advisor Representative working at Credit Union Investment Services in Clayton, NC and has over 5 years of experience in the finance industry.
David Dickens (CRD# 5887600) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry. David Dickens 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.
Athena Doty (CRD# 4056816) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 15 years of experience in the finance industry.
Donald Duggin (CRD# 5664000) is an Investment Advisor Representative working at Edward Jones in Smithfield, NC and has over 14 years of experience in the finance industry.