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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.
Jeffrey Barker (CRD# 1907737) is an Investment Advisor Representative working at Securities America Advisors, Inc. in High Point, NC and has over 34 years of experience in the finance industry.
Michael Barnes (CRD# 2898555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 20 years of experience in the finance industry.
Zachary Barnes (CRD# 6582629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in High Point, NC and has over 8 years of experience in the finance industry.
Charles Barnhill (CRD# 833500) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greensboro, NC and has over 42 years of experience in the finance industry.
Kevin Barth (CRD# 6624302) is an Investment Advisor Representative working at Edward Jones in Greensboro, NC and has over 7 years of experience in the finance industry.
Carl Bass (CRD# 860336) is an Investment Advisor Representative working at Bass Financial Strategies, Inc. in Greensboro, NC and has over 41 years of experience in the finance industry.
Edmund Batchelor (CRD# 5291030) is an Investment Advisor Representative working at Smith Salley Wealth Management in Greensboro, NC and has over 17 years of experience in the finance industry. Edmund Batchelor 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.
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 25 years of experience in the finance industry. David Belk 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.
Austin Bell (CRD# 6171817) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 10 years of experience in the finance industry.