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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
John Bland (CRD# 4455075) is an Investment Advisor Representative working at Diversified Investment Services LLC in Durham, NC and has over 22 years of experience in the finance industry.
Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry. Kristine Boelte 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.
Stanford Bradshaw (CRD# 6741506) is an Investment Advisor Representative working at Edward Jones in Roxboro, NC and has over 7 years of experience in the finance industry.
Patrick Bria (CRD# 3208800) is an Investment Advisor Representative working at Commonwealth Financial Network in Durham, NC and has over 24 years of experience in the finance industry.
Frank Brown (CRD# 726605) is an Investment Advisor Representative working at Arjuna Capital, LLC in Durham, NC and has over 28 years of experience in the finance industry.
James Brown (CRD# 5246062) is an Investment Advisor Representative working at Vaughan-brown Wealth Management, LLC in Durham, NC and has over 16 years of experience in the finance industry. James Brown 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.
Martin Brown (CRD# 710725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Durham, NC and has over 38 years of experience in the finance industry.
Ryan Brown (CRD# 6019932) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 9 years of experience in the finance industry.
David Brunswick (CRD# 2381997) is an Investment Advisor Representative working at G. A. Repple & Company in Wake Forest, NC and has over 16 years of experience in the finance industry.
David Caballero (CRD# 4585790) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 21 years of experience in the finance industry. David Caballero 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.