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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 Parker (CRD# 1631408) is an Investment Advisor Representative working at Next Financial Group, Inc. in Timberlake, NC and has over 17 years of experience in the finance industry.
Charles Clifton (CRD# 5982197) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has worked in the personal finance industry since 2008. Charles Clifton 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 putclients' interests first and comply with the Financial Planning Practice...
Richard Woods (CRD# 5378865) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry.
Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
James Armstrong (CRD# 4517907) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Wake Forest, NC and has over 15 years of experience in the finance industry. James Armstrong 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.
Michael Baer (CRD# 2516372) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 23 years of experience in the finance industry. Michael Baer 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.
Thomas Billington (CRD# 5352766) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Durham, NC and has over 10 years of experience in the finance industry. Thomas Billington 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.
Benjamin Birken (CRD# 5593293) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 9 years of experience in the finance industry. Benjamin Birken 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.