-
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
James Carlson (CRD# 4134811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 23 years of experience in the finance industry.
Barry Carpenter (CRD# 3222077) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Charles Carrick (CRD# 1330091) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 39 years of experience in the finance industry. Charles Carrick 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.
Warren Carrick (CRD# 5728615) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 14 years of experience in the finance industry.
Thomas Cartee (CRD# 2278426) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has over 30 years of experience in the finance industry.
Wesley Carter (CRD# 5808042) is an Investment Advisor Representative working at Edward Jones in King, NC and has over 13 years of experience in the finance industry.
Dean Castor (CRD# 2069415) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winston Salem, NC and has over 33 years of experience in the finance industry.
Scott Cawood (CRD# 3257948) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 24 years of experience in the finance industry. Scott Cawood 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.
Larry Celaya (CRD# 2341279) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 31 years of experience in the finance industry.
Darryl Cermak-Serfass (CRD# 5653807) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Summerfield, NC and has over 15 years of experience in the finance industry.