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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
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.
Stephanie Batten (CRD# 4429412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 10 years of experience in the finance industry.
Jerri Lynn Batts (CRD# 4289067) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 23 years of experience in the finance industry.
Keith Beck (CRD# 2420576) is an Investment Advisor Representative working at The Wealth Group, Ltd in Rocky Mount, NC and has over 30 years of experience in the finance industry.
Sherlon Belk (CRD# 1085337) is an Investment Advisor Representative working at Edward Jones in Rocky Mount, NC and has over 34 years of experience in the finance industry.
Katherine Bellamy (CRD# 2596955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 13 years of experience in the finance industry.
James Bengala (CRD# 1106654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, NC and has over 41 years of experience in the finance industry. James Bengala 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.
Brandon Biggs (CRD# 6929817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, NC and has over 5 years of experience in the finance industry.
Jonathan Blackwell (CRD# 5023105) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 18 years of experience in the finance industry. Jonathan Blackwell 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.
Carl Blackwood (CRD# 22742) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, NC and has over 39 years of experience in the finance industry.