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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
Daniel Bernabe (CRD# 4879398) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 19 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.
Richard Bettinger (CRD# 3271756) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greensboro, NC and has over 16 years of experience in the finance industry.
Christopher Bice (CRD# 3222439) is an Investment Advisor Representative working at Lpl Financial LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Daniel Billings (CRD# 4950542) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Greensboro, NC and has over 18 years of experience in the finance industry.
Hardt Bing (CRD# 4565173) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Matthew Blades (CRD# 6638342) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 7 years of experience in the finance industry. Matthew Blades 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.
Robert Blakely (CRD# 2593939) is an Investment Advisor Representative working at Commonwealth Financial Network in High Point, NC and has over 29 years of experience in the finance industry. Robert Blakely 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.
Christine Bland (CRD# 4435683) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Winston Salem, NC and has over 22 years of experience in the finance industry.