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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
Gregory Buckner (CRD# 1294867) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 39 years of experience in the finance industry.
Justin Burgess (CRD# 6260117) is an Investment Advisor Representative working at Copley Investment Management, LLC in Wilmington, NC and has over 10 years of experience in the finance industry.
Travis Burgher (CRD# 6620283) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmington, NC and has over 8 years of experience in the finance industry.
Allen Burton (CRD# 4639107) is an Investment Advisor Representative working at Masonboro Advisors in Wilmington, NC and has over 21 years of experience in the finance industry. Allen Burton 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.
Hayley Byrd (CRD# 5612120) is an Investment Advisor Representative working at Wells Fargo Advisors in Wilmington, NC and has over 5 years of experience in the finance industry.
Jeffrey Carter (CRD# 4837484) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 19 years of experience in the finance industry.
Keith Carter (CRD# 5887012) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 13 years of experience in the finance industry. Keith Carter 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.
Ryan Casey (CRD# 6776936) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 6 years of experience in the finance industry. Ryan Casey 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.
Kenneth Catlett (CRD# 3222237) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wilmington, NC and has over 24 years of experience in the finance industry. Kenneth Catlett 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.
Charles Chambers (CRD# 2011615) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Wilmington, NC and has over 34 years of experience in the finance industry.