-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Alexander (CRD# 5909436) is an Investment Advisor Representative working at Corecap Advisors in Raleigh, NC and has over 12 years of experience in the finance industry.
Mark Anthony (CRD# 2275363) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 31 years of experience in the finance industry.
Stephen Barden (CRD# 6400660) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 9 years of experience in the finance industry.
Tom Bardin (CRD# 736374) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 36 years of experience in the finance industry.
Joshua Barwick (CRD# 6078958) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 11 years of experience in the finance industry. Joshua Barwick 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.
Stephanie Batten (CRD# 4429412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 10 years of experience in the finance industry.
Jerri Lynn Batts (CRD# 4289067) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 23 years of experience in the finance industry.
Joshua Beams (CRD# 5227875) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Katherine Bellamy (CRD# 2596955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 13 years of experience in the finance industry.
Brian Bewley (CRD# 5828542) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.