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Distance Only Advance, NC
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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
Darryl Bandy (CRD# 4439248) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Advance, NC and has over 22 years of experience in the finance industry.
Zachary O'brien (CRD# 5646164) is an Investment Advisor Representative working at Crown Wealth Group LLC in Advance, NC and has over 14 years of experience in the finance industry. Zachary O'brien 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.
Alva Smith (CRD# 2023318) is an Investment Advisor Representative working at Eagle Strategies LLC in Advance, NC and has over 34 years of experience in the finance industry.
Ronald Warden (CRD# 2439131) is an Investment Advisor Representative working at Mml Investors Services, LLC in Advance, NC and has over 30 years of experience in the finance industry.
Joseph Freeman (CRD# 3255969) is an Investment Advisor Representative working at Adolos Asset Management in Advance, NC and has over 24 years of experience in the finance industry. Joseph Freeman 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.