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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
Joshua Holland (CRD# 5113668) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has over 10 years of experience in the finance industry. Joshua Holland 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.
Kurt Hollar (CRD# 2844679) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 27 years of experience in the finance industry.
Rodney Hooks (CRD# 6310154) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 10 years of experience in the finance industry.
William Hopwood (CRD# 4178345) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 23 years of experience in the finance industry.
William Horner (CRD# 1382722) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roxboro, NC and has over 38 years of experience in the finance industry.
William Horner (CRD# 2928559) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roxboro, NC and has over 26 years of experience in the finance industry. William Horner 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.
Peter Hynes (CRD# 4282914) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 23 years of experience in the finance industry.
Jennifer Jamerson (CRD# 4071411) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 24 years of experience in the finance industry. Jennifer Jamerson 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.
Daniel Jobe (CRD# 2642015) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 28 years of experience in the finance industry. Daniel Jobe 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.
Lauren Johnson (CRD# 5292500) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 17 years of experience in the finance industry.