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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
Brian Buttolph (CRD# 5494249) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 16 years of experience in the finance industry.
Roger Calhoun (CRD# 1309117) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 32 years of experience in the finance industry.
Sherry Campbell (CRD# 2407196) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 27 years of experience in the finance industry. Sherry Campbell 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.
Heather Cardwell (CRD# 6248987) is an Investment Advisor Representative working at Credit Union Investment Services in Winston Salem, NC and has over 10 years of experience in the finance industry.
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.
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.