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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
Walker Abney (CRD# 5248339) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 17 years of experience in the finance industry. Walker Abney 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.
Danielle Annechiarico (CRD# 5582433) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.
Edwin Bartlett (CRD# 6387868) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry.
Andrew Basinger (CRD# 5476521) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 15 years of experience in the finance industry. Andrew Basinger 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.
Stephen Batts (CRD# 6376971) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry.
Francis Beam (CRD# 4339625) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has over 23 years of experience in the finance industry.
Matthew Beatty (CRD# 6139548) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wilmington, NC and has over 10 years of experience in the finance industry.
Angela Bodinus (CRD# 6673969) is an Investment Advisor Representative working at Edward Jones in Leland, NC and has over 7 years of experience in the finance industry.
Eric Brandt (CRD# 1959623) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wilmington, NC and has over 34 years of experience in the finance industry.
Matthew Brenneman (CRD# 5204353) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmington, NC and has over 16 years of experience in the finance industry. Matthew Brenneman 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.