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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 Carlson (CRD# 4134811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 23 years of experience in the finance industry.
Barry Carpenter (CRD# 3222077) is an Investment Advisor Representative working at Cascades Capital Asset Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Brooke Carpenter (CRD# 6694726) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, NC and has over 7 years of experience in the finance industry.
Charles Carrick (CRD# 1330091) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 39 years of experience in the finance industry. Charles Carrick 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.
Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.
Darryl Cermak-Serfass (CRD# 5653807) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Summerfield, NC and has over 14 years of experience in the finance industry.
Jeffrey Champigny (CRD# 6731893) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 6 years of experience in the finance industry.
Jessica Chatmon (CRD# 6615642) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greensboro, NC and has over 8 years of experience in the finance industry.
John Chaulklin (CRD# 2232358) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, NC and has over 31 years of experience in the finance industry.
Blanche Cheeley (CRD# 6100460) is an Investment Advisor Representative working at Prudential Financial Planning Services in Greensboro, NC and has over 10 years of experience in the finance industry.