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Distance Only Apex, 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
Joshua Almond (CRD# 6783693) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 6 years of experience in the finance industry.
Meredith Barbour (CRD# 4683095) is an Investment Advisor Representative working at Lpl Financial LLC in Apex, NC and has over 15 years of experience in the finance industry.
Franklin Brizendine, Iii (CRD# 5852673) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Apex, NC and has over 13 years of experience in the finance industry.
Daniel Conklin (CRD# 6556201) is an Investment Advisor Representative working at Hunter Street Investment Advisors LLC in Apex, NC and has over 8 years of experience in the finance industry.
Wayland Crutchfield (CRD# 1377583) is an Investment Advisor Representative working at Crutchfield Advisors, Inc. in Apex, NC and has over 39 years of experience in the finance industry. Wayland Crutchfield 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.
Peter D'arruda (CRD# 2756672) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Apex, NC and has over 16 years of experience in the finance industry.
Kerrie Debbs (CRD# 2093825) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Apex, NC and has over 27 years of experience in the finance industry. Kerrie Debbs 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.
Bonnie Fischer (CRD# 2632400) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 28 years of experience in the finance industry.
Wendy Garrett (CRD# 6494311) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 8 years of experience in the finance industry.
Terrance Green (CRD# 2743962) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Terrance Green 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 putclients' interests first and comply with the Financial Planning Practice...