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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
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.
Ryan Brown (CRD# 6019932) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 9 years of experience in the finance industry.
David Brunswick (CRD# 2381997) is an Investment Advisor Representative working at G. A. Repple & Company in Wake Forest, NC and has over 16 years of experience in the finance industry.
Phillip Burnette (CRD# 1612659) is an Investment Advisor Representative working at Lincoln Investment in Henderson, NC and has over 37 years of experience in the finance industry.
David Caballero (CRD# 4585790) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 21 years of experience in the finance industry. David Caballero 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.
Jaime Carmona (CRD# 5545849) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 15 years of experience in the finance industry.
Charles Carrick (CRD# 5752410) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Durham, NC and has over 10 years of experience in the finance industry. Charles Carrick 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.
Vincenzo Catullo (CRD# 2851978) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Durham, NC and has over 27 years of experience in the finance industry.