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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
Catherine Bryant (CRD# 2189806) is an Investment Advisor Representative working at Cuso Financial Services in Carrboro, NC and has over 14 years of experience in the finance industry.
Lorren Bryant (CRD# 2003374) is an Investment Advisor Representative working at Verity Asset Management in Carrboro, NC and has over 34 years of experience in the finance industry. Lorren Bryant 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.
Wesley Frady (CRD# 6557060) is an Investment Advisor Representative working at Credit Union Investment Services in Carrboro, NC and has over 8 years of experience in the finance industry.
Daniel Ryon (CRD# 4803049) is an Investment Advisor Representative working at Edward Jones in Carrboro, NC and has over 19 years of experience in the finance industry.
David Stuckey (CRD# 1372887) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carrboro, NC and has over 38 years of experience in the finance industry.
Gregory Lopeman (CRD# 4029697) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carrboro, NC and has over 23 years of experience in the finance industry.
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
Leon Abbas (CRD# 1158688) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has over 24 years of experience in the finance industry. Leon Abbas 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.
Scott Abee (CRD# 1587979) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Raleigh, NC and has over 37 years of experience in the finance industry.
Stephanie Abee (CRD# 5888654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.