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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
Jamal Brooks (CRD# 5334867) is an Investment Advisor Representative working at J. Brooks & Company, LLC in Greensboro, NC and has over 15 years of experience in the finance industry.
Frank Brown (CRD# 726605) is an Investment Advisor Representative working at Arjuna Capital, LLC in Durham, NC and has over 28 years of experience in the finance industry.
James Brown (CRD# 5246062) is an Investment Advisor Representative working at Vaughan-brown Wealth Management, LLC in Durham, NC and has over 16 years of experience in the finance industry. James 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.
Martin Brown (CRD# 710725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Durham, NC and has over 38 years of experience in the finance industry.
Milton Brown (CRD# 5464105) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has 1 year of experience in the finance industry. Milton 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.
Nathaniel Brown (CRD# 6097375) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Morrisville, NC and has over 11 years of experience in the finance industry.
Philip Brown (CRD# 6651096) is an Investment Advisor Representative working at Credit Union Investment Services in Chapel Hill, NC and has over 7 years of experience in the finance industry.
John Bruggman (CRD# 2254973) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Reidsville, NC and has over 31 years of experience in the finance industry.
Roberta Brumsey (CRD# 2078810) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greensboro, NC and has over 27 years of experience in the finance industry. Roberta Brumsey 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.
Catherine Bryant (CRD# 2189806) is an Investment Advisor Representative working at Cuso Financial Services in Carrboro, NC and has over 14 years of experience in the finance industry.