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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
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.
Willard Causey (CRD# 4670493) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 20 years of experience in the finance industry.
Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 29 years of experience in the finance industry.
Johnaustin Chapman (CRD# 6257169) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 10 years of experience in the finance industry.
Wheeler Chapman (CRD# 1576966) is an Investment Advisor Representative working at Chapman Financial Group, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.
James Chetwood Iii (CRD# 4889564) is an Investment Advisor Representative working at Allworth Financial, LP in Durham, NC and has over 17 years of experience in the finance industry. James Chetwood Iii 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.
Meghan Childs (CRD# 5311263) is an Investment Advisor Representative working at Boundary Street Partners LP in Chapel Hill, NC and has over 13 years of experience in the finance industry.
Rajesh Chundi (CRD# 6420034) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Morrisville, NC and has over 9 years of experience in the finance industry.
Christopher Ciapciak (CRD# 6111768) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Durham, NC and has over 11 years of experience in the finance industry.
Laura Clapp (CRD# 6147029) is an Investment Advisor Representative working at Edward Jones in Siler City, NC and has over 11 years of experience in the finance industry. Laura Clapp 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.