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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
Tyler Brown (CRD# 5417264) is an Investment Advisor Representative working at Edelman Financial Engines in Raleigh, NC and has over 16 years of experience in the finance industry. Tyler Brown 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.
Wesley Brown (CRD# 6124644) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 11 years of experience in the finance industry.
David Brunswick (CRD# 2381997) is an Investment Advisor Representative working at G. A. Repple & Company in Wake Forest, NC and has over 16 years of experience in the finance industry.
Jeffery Bryson (CRD# 6163166) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.
Adam Buchanan (CRD# 6276246) is an Investment Advisor Representative working at Avantax Advisory Services in Raleigh, NC and has over 10 years of experience in the finance industry.
Denise Buchanan (CRD# 1284353) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 20 years of experience in the finance industry.
Matthew Buddo (CRD# 6484350) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Raleigh, NC and has over 7 years of experience in the finance industry.
Sebastian Bunster (CRD# 4831627) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Dillon Burdette (CRD# 6354118) is an Investment Advisor Representative working at Equitable Advisors, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
Kathleen Burkett (CRD# 1712792) is an Investment Advisor Representative working at Triangle Wealth Management in Raleigh, NC and has over 32 years of experience in the finance industry. Kathleen Burkett 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.