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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
Isaac Allen (CRD# 5829233) is an Investment Advisor Representative working at Stalwart Financial Planning in Fayetteville, NC and has 9 years of experience in the finance industry. Isaac Allen 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southern Pines, NC and has over 5 years of experience in the finance industry.
Glen Barnes (CRD# 4083822) is an Investment Advisor Representative working at Ameritrust Investments Of North Carolina, LLC in Fayetteville, NC and has over 21 years of experience in the finance industry.
Ilir Berberi (CRD# 6345642) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fayetteville, NC and has over 9 years of experience in the finance industry.
Justin Bradford (CRD# 3252195) is an Investment Advisor Representative working at Lpl Financial LLC in Southern Pines, NC and has over 24 years of experience in the finance industry.
James Bullard (CRD# 5620095) is an Investment Advisor Representative working at Equitable Advisors, LLC in West End, NC and has over 13 years of experience in the finance industry.
Steven Canali (CRD# 4396999) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fayetteville, NC and has over 22 years of experience in the finance industry.
Nicole Casp (CRD# 2503646) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West End, NC and has over 19 years of experience in the finance industry.
Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 9 years of experience in the finance industry. Michael Conley 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.
Rufus Crawley (CRD# 2969675) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 22 years of experience in the finance industry.