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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
James Armstrong (CRD# 4517907) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wake Forest, NC and has over 21 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.
Seth Asbill (CRD# 6428043) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 9 years of experience in the finance industry.
Brittany Ashworth (CRD# 6491200) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roxboro, NC and has over 7 years of experience in the finance industry.
Paul Ashworth (CRD# 5019108) is an Investment Advisor Representative working at Davenport & Company LLC in Danville, VA and has over 18 years of experience in the finance industry.
Michael Baer (CRD# 2516372) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 29 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.
Ellen Bailey (CRD# 5335340) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 14 years of experience in the finance industry. Ellen Bailey 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.
Marie Baker (CRD# 6218379) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 10 years of experience in the finance industry. Marie Baker 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.
Gary Balunas (CRD# 855228) is an Investment Advisor Representative working at Unlimited Timing Service Inc. in Creedmoor, NC and has over 29 years of experience in the finance industry.
Darryl Banks (CRD# 6636823) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 7 years of experience in the finance industry.
Joshua Barrett (CRD# 5954684) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 12 years of experience in the finance industry.