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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
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 25 years of experience in the finance industry. David Belk 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.
Austin Bell (CRD# 6171817) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 10 years of experience in the finance industry.
John Bellingham (CRD# 1486478) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, NC and has over 18 years of experience in the finance industry. John Bellingham 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.
Jeffrey Bercaw (CRD# 6187565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Vicki Bertholomey (CRD# 4418591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in High Point, NC and has over 22 years of experience in the finance industry.
Paul Bestehorn (CRD# 2897592) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greensboro, NC and has over 26 years of experience in the finance industry.
Richard Bettinger (CRD# 3271756) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greensboro, NC and has over 15 years of experience in the finance industry.
Charles Betts (CRD# 2165056) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greensboro, NC and has over 32 years of experience in the finance industry.
Daniel Billings (CRD# 4950542) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Greensboro, NC and has over 18 years of experience in the finance industry.
Bradley Bishop (CRD# 1441255) is an Investment Advisor Representative working at Namtaf Advisors, LLC in Pittsboro, NC and has over 31 years of experience in the finance industry.