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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
Thomas Binkley (CRD# 2629830) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Raleigh, NC and has over 28 years of experience in the finance industry.
Nicholas Biron (CRD# 5058230) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Raleigh, NC and has over 18 years of experience in the finance industry.
Richard Black (CRD# 6400619) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 9 years of experience in the finance industry.
William Blackwood (CRD# 5448045) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Raleigh, NC and has over 16 years of experience in the finance industry.
Scott Blankenship (CRD# 2256224) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 31 years of experience in the finance industry.
Carlton Blanton (CRD# 4030156) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 24 years of experience in the finance industry. Carlton Blanton 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.
William Blanton (CRD# 1073142) is an Investment Advisor Representative working at Tannin Capital, LLC in Raliegh, NC and has over 38 years of experience in the finance industry.
Grayson Blazek (CRD# 6737315) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry. Grayson Blazek 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.
Ian Bloom (CRD# 6461748) is an Investment Advisor Representative working at Open World Financial Life Planning in Raleigh, NC and has over 8 years of experience in the finance industry. Ian Bloom 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.
Robert Bodmer (CRD# 4139669) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 23 years of experience in the finance industry.