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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
David Arthur (CRD# 4578447) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Raleigh, NC and has 1 year of experience in the finance industry.
Devrin Avant (CRD# 1659398) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 36 years of experience in the finance industry.
Charles Averre (CRD# 2716974) is an Investment Advisor Representative working at Hollingsworth Avent Averre & Purvis, Pa in Raleigh, NC and has over 28 years of experience in the finance industry.
Erik Babocsi (CRD# 2957828) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 26 years of experience in the finance industry. Erik Babocsi 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.
Scott Bacon (CRD# 6041063) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 11 years of experience in the finance industry. Scott Bacon 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.
William Bagby (CRD# 2718957) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 24 years of experience in the finance industry.
Charles Baker (CRD# 2052568) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Raleigh, NC and has over 33 years of experience in the finance industry.
James Baker (CRD# 5676304) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Garner, NC and has over 14 years of experience in the finance industry.
Beryl Ball (CRD# 5480707) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 15 years of experience in the finance industry.
Marc Baquerizo (CRD# 1614507) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 34 years of experience in the finance industry.