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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
Nancy Campbell (CRD# 5726386) is an Investment Advisor Representative working at Avantax Advisory Services in Raleigh, NC and has over 14 years of experience in the finance industry.
Ewelina Caplap (CRD# 4868294) is an Investment Advisor Representative working at Cuso Financial Services in Raleigh, NC and has over 16 years of experience in the finance industry.
Cory Capps (CRD# 4737732) is an Investment Advisor Representative working at Collegiate Capital Management, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Brandy Carlson (CRD# 6450397) is an Investment Advisor Representative working at Credit Union Investment Services in Smithfield, NC and has over 9 years of experience in the finance industry.
Alison Carpenter (CRD# 6331546) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 7 years of experience in the finance industry.
Ethan Carr (CRD# 7002438) is an Investment Advisor Representative working at Equitable Advisors, LLC in Raleigh, NC and has over 5 years of experience in the finance industry.
William Carr (CRD# 6777557) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.
Eric Carrillo (CRD# 5372853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 16 years of experience in the finance industry.
James Carrington (CRD# 2160112) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 32 years of experience in the finance industry.
Brian Carroll (CRD# 6889059) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 6 years of experience in the finance industry. Brian Carroll 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.