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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
Catherine Easop (CRD# 1813642) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 24 years of experience in the finance industry.
Carlton Edwards Ii (CRD# 6144824) is an Investment Advisor Representative working at Avantax Advisory Services in Creedmoor, NC and has over 10 years of experience in the finance industry.
Brian Elefante (CRD# 6302471) is an Investment Advisor Representative working at Lpl Financial LLC in Durham, NC and has over 10 years of experience in the finance industry. Brian Elefante 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.
Gary Elefante (CRD# 4475686) is an Investment Advisor Representative working at Lpl Financial LLC in Durham, NC and has over 22 years of experience in the finance industry. Gary Elefante 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 Ellis (CRD# 4638510) is an Investment Advisor Representative working at Edward Jones in Creedmoor, NC and has over 21 years of experience in the finance industry.
Tamra Ellis (CRD# 5424246) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 13 years of experience in the finance industry.
Zachary Evans (CRD# 5457008) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 13 years of experience in the finance industry.
Troy Fairbank (CRD# 5005222) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 18 years of experience in the finance industry.
Toney Falkner (CRD# 2820826) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 27 years of experience in the finance industry.
Thomas Figgatt (CRD# 6887506) is an Investment Advisor Representative working at Portolan Financial Planning LLC in Durham, NC and has over 6 years of experience in the finance industry. Thomas Figgatt 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.