-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Corley (CRD# 3054146) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cary, NC and has over 25 years of experience in the finance industry.
Wayland Crutchfield (CRD# 1377583) is an Investment Advisor Representative working at Crutchfield Advisors, Inc. in Apex, NC and has over 39 years of experience in the finance industry. Wayland Crutchfield 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.
Philip D'agostino (CRD# 4945472) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 18 years of experience in the finance industry. Philip D'agostino 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.
Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Apex, NC and has over 16 years of experience in the finance industry.
Carlton Davis (CRD# 3124138) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Carlton Davis 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.
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.
Tyler Dean (CRD# 6345734) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 9 years of experience in the finance industry.
Kerrie Debbs (CRD# 2093825) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Apex, NC and has over 27 years of experience in the finance industry. Kerrie Debbs 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.
Paul Delaney (CRD# 4554283) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Cary, NC and has over 21 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.