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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
Misty Bussey (CRD# 4777097) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 6 years of experience in the finance industry.
James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Nathan Byrd (CRD# 6009516) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry. Nathan Byrd 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.
Wyman Byrd (CRD# 4888880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Chapel Hill, NC and has over 13 years of experience in the finance industry.
William Campbell (CRD# 2947652) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 26 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.
Eric Carrillo (CRD# 5372853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 16 years of experience in the finance industry.
Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.
Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 15 years of experience in the finance industry. Jason Carter 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.
Marvin Carver (CRD# 859095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 37 years of experience in the finance industry.