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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
Gary Balunas (CRD# 855228) is an Investment Advisor Representative working at Unlimited Timing Service Inc. in Creedmoor, NC and has over 29 years of experience in the finance industry.
James Batey (CRD# 5075948) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 18 years of experience in the finance industry. James Batey 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 Bayait (CRD# 6435944) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 9 years of experience in the finance industry.
Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
John Bland (CRD# 4455075) is an Investment Advisor Representative working at Diversified Investment Services LLC in Durham, NC and has over 22 years of experience in the finance industry.
Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry. Kristine Boelte 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 Bolles (CRD# 1842680) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 17 years of experience in the finance industry.
Gabriel Bowman (CRD# 6739482) is an Investment Advisor Representative working at Edward Jones in Youngsville, NC and has over 6 years of experience in the finance industry.
Stanford Bradshaw (CRD# 6741506) is an Investment Advisor Representative working at Edward Jones in Roxboro, NC and has over 7 years of experience in the finance industry.
Patrick Bria (CRD# 3208800) is an Investment Advisor Representative working at Commonwealth Financial Network in Durham, NC and has over 24 years of experience in the finance industry.