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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
Charles Barham (CRD# 4157445) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 23 years of experience in the finance industry. Charles Barham 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.
Max Barnhardt (CRD# 2480637) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 29 years of experience in the finance industry. Max Barnhardt 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.
Alexander Barrett (CRD# 5798897) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 11 years of experience in the finance industry.
Richard Basham (CRD# 2234121) is an Investment Advisor Representative working at Mml Investors Services, LLC in Winston Salem, NC and has over 31 years of experience in the finance industry.
Hudson Bazemore (CRD# 1539183) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winston Salem, NC and has over 37 years of experience in the finance industry.
Robert Beach (CRD# 838132) is an Investment Advisor Representative working at Salem Investment Counselors Inc. in Winston Salem, NC and has over 25 years of experience in the finance industry.
Frank Beals (CRD# 2690147) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 28 years of experience in the finance industry.
Kenneth Bell (CRD# 4506173) is an Investment Advisor Representative working at Edward Jones in Lewisville, NC and has over 21 years of experience in the finance industry.
Daniel Bernabe (CRD# 4879398) is an Investment Advisor Representative working at Cuso Financial Services, LP in Winston Salem, NC and has over 19 years of experience in the finance industry.
Joseph Berry (CRD# 6399500) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.