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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
Marc Baquerizo (CRD# 1614507) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 34 years of experience in the finance industry.
Meredith Barbour (CRD# 4683095) is an Investment Advisor Representative working at Lpl Financial LLC in Apex, NC and has over 16 years of experience in the finance industry.
Amber Barefoot (CRD# 4826164) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Raleigh, NC and has over 18 years of experience in the finance industry.
Suzanne Barham (CRD# 2777720) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 27 years of experience in the finance industry.
Jay Barish (CRD# 4580494) is an Investment Advisor Representative working at Commonwealth Financial Network in Raleigh, NC and has over 21 years of experience in the finance industry. Jay Barish 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.
Linda Barrows (CRD# 2618740) is an Investment Advisor Representative working at Primerica Advisors in Cary, NC and has over 28 years of experience in the finance industry.
Jason Bart (CRD# 5609032) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Lauren Bartholomew (CRD# 5321829) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Eliot Barton (CRD# 5873843) is an Investment Advisor Representative working at Edward Jones in Morrisville, NC and has over 13 years of experience in the finance industry.
Roy Bass (CRD# 1424167) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 38 years of experience in the finance industry. Roy Bass 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.