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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 Armstrong (CRD# 4517907) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wake Forest, NC and has over 21 years of experience in the finance industry. James Armstrong 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.
Seth Asbill (CRD# 6428043) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 9 years of experience in the finance industry.
Michael Baer (CRD# 2516372) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 29 years of experience in the finance industry. Michael Baer 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.
David Brunswick (CRD# 2381997) is an Investment Advisor Representative working at G. A. Repple & Company in Wake Forest, NC and has over 16 years of experience in the finance industry.
David Caballero (CRD# 4585790) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 21 years of experience in the finance industry. David Caballero 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.
Jaime Carmona (CRD# 5545849) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 15 years of experience in the finance industry.
Dee Cox (CRD# 5963253) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 7 years of experience in the finance industry.
Greg Daniels (CRD# 6899033) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 6 years of experience in the finance industry.
Catherine Easop (CRD# 1813642) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 24 years of experience in the finance industry.
Michael Franks (CRD# 4803604) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wake Forest, NC and has over 19 years of experience in the finance industry.