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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
Allison Berger (CRD# 4996474) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has over 18 years of experience in the finance industry. Allison Berger 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.
Sarah Bernard (CRD# 5691555) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 9 years of experience in the finance industry.
Richmond Bernhardt (CRD# 4360799) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 22 years of experience in the finance industry.
Dale Berry (CRD# 1336262) is an Investment Advisor Representative working at Eagle Strategies LLC in Raleigh, NC and has over 39 years of experience in the finance industry.
John Berry (CRD# 2991677) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cary, NC and has over 26 years of experience in the finance industry. John Berry 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.
Kevin Berry (CRD# 6188796) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Cary, NC and has over 11 years of experience in the finance industry.
Christopher Bettis (CRD# 4225027) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 23 years of experience in the finance industry. Christopher Bettis 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.
Rachel Betzwieser (CRD# 6615546) is an Investment Advisor Representative working at Lpl Financial LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
Brian Bewley (CRD# 5828542) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
David Bickler (CRD# 1677050) is an Investment Advisor Representative working at Prudential Financial Planning Services in High Point, NC and has over 36 years of experience in the finance industry.