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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
Edgar Barbour (CRD# 4249497) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dunn, NC and has over 23 years of experience in the finance industry.
Stephen Barden (CRD# 6400660) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 9 years of experience in the finance industry.
Tom Bardin (CRD# 736374) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 36 years of experience in the finance industry.
Amber Barefoot (CRD# 4826164) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Raleigh, NC and has over 18 years of experience in the finance industry.
William Barefoot (CRD# 6376443) is an Investment Advisor Representative working at Credit Union Investment Services in Dunn, NC and has over 9 years of experience in the finance industry.
Jay Barish (CRD# 4580494) is an Investment Advisor Representative working at Commonwealth Financial Network in Raleigh, NC and has over 21 years of experience in the finance industry. Jay Barish 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 Bart (CRD# 5609032) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Lauren Bartholomew (CRD# 5321829) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Joshua Barwick (CRD# 6078958) is an Investment Advisor Representative working at Credit Union Investment Services in Benson, NC and has over 11 years of experience in the finance industry. Joshua Barwick 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.
Gregory Bass (CRD# 3121526) is an Investment Advisor Representative working at Cuso Financial Services in Raleigh, NC and has over 25 years of experience in the finance industry.