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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
Kathy Burns (CRD# 4454575) is an Investment Advisor Representative working at Lpl Financial LLC in Cary, NC and has over 22 years of experience in the finance industry.
Misty Bussey (CRD# 4777097) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 6 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.
Eric Carrillo (CRD# 5372853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 16 years of experience in the finance industry.
Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.
Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 15 years of experience in the finance industry. Jason Carter 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.
Nicole Casp (CRD# 2503646) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West End, NC and has over 19 years of experience in the finance industry.
Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 29 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.