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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 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.
John Bellingham (CRD# 1486478) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, NC and has over 18 years of experience in the finance industry. John Bellingham 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 Bercaw (CRD# 6187565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Joseph Berry (CRD# 6399500) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.
Vicki Bertholomey (CRD# 4418591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in High Point, NC and has over 22 years of experience in the finance industry.