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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
Roger Calhoun (CRD# 1309117) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 32 years of experience in the finance industry.
Ryan Canada (CRD# 5418925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 16 years of experience in the finance industry.
Jeffrey Carbone (CRD# 2104647) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 32 years of experience in the finance industry. Jeffrey Carbone 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.
Heather Cardwell (CRD# 6248987) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 10 years of experience in the finance industry.
Chadwick Carlson (CRD# 4401406) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 22 years of experience in the finance industry.
Warren Carrick (CRD# 5728615) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 14 years of experience in the finance industry.
Francisco Carrillo (CRD# 3115586) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winston Salem, NC and has over 25 years of experience in the finance industry.
Thomas Cartee (CRD# 2278426) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 30 years of experience in the finance industry.
Dean Castor (CRD# 2069415) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 33 years of experience in the finance industry.
Tiffany Caudle (CRD# 6533290) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, NC and has over 8 years of experience in the finance industry.