-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Cordell (CRD# 2200732) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Chapel Hill, NC and has over 32 years of experience in the finance industry.
Megan Coyne (CRD# 6742692) is an Investment Advisor Representative working at Keener Financial Planning in Durham, NC and has over 5 years of experience in the finance industry. Megan Coyne 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.
Christopher Crenshaw (CRD# 2101160) is an Investment Advisor Representative working at Chris C Crenshaw Financial Services, LLC in Durham, NC and has over 33 years of experience in the finance industry.
David R. Crispin (CRD# 5973925) is an Investment Advisor Representative working at Seven Cedars Financial in Chapel Hill, NC and has over 8 years of experience in the finance industry. David is a Certified Financial Planner and Chartered Special Needs Consultant who strives to help individuals and business owners articulate and construct and successful financial plan.
Bradley Curelop (CRD# 6749664) is an Investment Advisor Representative working at Pnc Investments in Durham, NC and has over 7 years of experience in the finance industry. Bradley Curelop 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.
Mary Czysz (CRD# 1877781) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 28 years of experience in the finance industry.
Brad Dalton (CRD# 4669764) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 20 years of experience in the finance industry.
Nilsa Daniel (CRD# 6488437) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Benjamin Daves (CRD# 2661417) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Durham, NC and has over 28 years of experience in the finance industry.
Craig Daves (CRD# 3163984) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Durham, NC and has over 24 years of experience in the finance industry.