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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
Vincent Burke (CRD# 4540377) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
James Byers (CRD# 5134439) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 17 years of experience in the finance industry.
Albert Chen (CRD# 5996821) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 12 years of experience in the finance industry. Albert Chen 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.
Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Fidelis Financial in Southern Pines, NC and has over 9 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.
Michael Conley (CRD# 5052983) is an Investment Advisor Representative working at Credit Union Investment Services in Southern Pines, NC and has over 9 years of experience in the finance industry. Michael Conley 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.
Rufus Crawley (CRD# 2969675) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 22 years of experience in the finance industry.
Egbert Davis (CRD# 5499378) is an Investment Advisor Representative working at 95 Impact Capital, Inc. in Greensboro, NC and has over 7 years of experience in the finance industry.
William Depriest (CRD# 6396938) is an Investment Advisor Representative working at Avantax Advisory Services in Greensboro, NC and has over 9 years of experience in the finance industry.
Bernard Donohue (CRD# 4028837) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 24 years of experience in the finance industry.