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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
Linda Erickson (CRD# 1335035) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Durham, NC and has over 39 years of experience in the finance industry. Linda Erickson 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.
Lauren Erickson Bennett (CRD# 4807079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Durham, NC and has over 19 years of experience in the finance industry.
Zachary Evans (CRD# 5457008) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 13 years of experience in the finance industry.
Troy Fairbank (CRD# 5005222) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 18 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.
Thomas Figgatt (CRD# 6887506) is an Investment Advisor Representative working at Portolan Financial Planning LLC in Durham, NC and has over 6 years of experience in the finance industry. Thomas Figgatt 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.
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.
Nidia Flores (CRD# 5544439) is an Investment Advisor Representative working at Flores Bayne LLC in Mebane, NC and has over 15 years of experience in the finance industry.
Michael Franks (CRD# 4803604) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wake Forest, NC and has over 19 years of experience in the finance industry.
Deborah Frazier (CRD# 4411668) is an Investment Advisor Representative working at Frazier Financial Consultants, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.