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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
Roger Eubanks (CRD# 2601243) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 28 years of experience in the finance industry.
Thomas Fenn (CRD# 1430056) is an Investment Advisor Representative working at T. Fenn Financial Planning, LLC in Chapel Hill, NC and has over 34 years of experience in the finance industry. Thomas Fenn 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.
Everett Ferguson (CRD# 2918548) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 26 years of experience in the finance industry. Everett Ferguson 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 Finkel (CRD# 1620027) is an Investment Advisor Representative working at Queenfin LLC in Pittsboro, NC and has over 37 years of experience in the finance industry.
Kent Fisher (CRD# 3272619) is an Investment Advisor Representative working at Southern Investment Management Collective LLC in Chapel Hill, NC and has over 11 years of experience in the finance industry. Kent Fisher 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.
Richard Flanders (CRD# 868652) is an Investment Advisor Representative working at Matson Money, Inc. in Greensboro, NC and has over 39 years of experience in the finance industry. Richard Flanders 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.
Martha Ford (CRD# 4437248) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Larry Foster (CRD# 2236746) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greensboro, NC and has over 31 years of experience in the finance industry.
Ryan Foster (CRD# 5414840) is an Investment Advisor Representative working at Crossroads Financial Services LLC in Pleasant Garden, NC and has over 16 years of experience in the finance industry. Ryan Foster 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.
Joseph Fox (CRD# 4466171) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 21 years of experience in the finance industry. Joseph Fox 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.