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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
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.
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.
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.
Stephanie Batten (CRD# 4429412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has over 10 years of experience in the finance industry.
Richard Battle (CRD# 2349045) is an Investment Advisor Representative working at Capital Investment Counsel Inc. in Raleigh, NC and has over 30 years of experience in the finance industry.
Jerri Lynn Batts (CRD# 4289067) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wilson, NC and has over 23 years of experience in the finance industry.
Kristina Baumann (CRD# 5405922) is an Investment Advisor Representative working at Principal Securities, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.