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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
Daniel Bernabe (CRD# 4879398) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 19 years of experience in the finance industry.
Joseph Berry (CRD# 6399500) is an Investment Advisor Representative working at Twin City Private Wealth, LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.
Vicki Bertholomey (CRD# 4418591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in High Point, NC and has over 22 years of experience in the finance industry.
Hardt Bing (CRD# 4565173) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Winston Salem, NC and has over 21 years of experience in the finance industry.
Matthew Blades (CRD# 6638342) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 7 years of experience in the finance industry. Matthew Blades 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.
Robert Blakely (CRD# 2593939) is an Investment Advisor Representative working at Commonwealth Financial Network in High Point, NC and has over 29 years of experience in the finance industry. Robert Blakely 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.
Christine Bland (CRD# 4435683) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Winston Salem, NC and has over 22 years of experience in the finance industry.
Brenda Blankenship (CRD# 1697781) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winston Salem, NC and has over 31 years of experience in the finance industry.
Sean Bokhoven (CRD# 4275309) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 23 years of experience in the finance industry.
David Bolick (CRD# 2726027) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salisbury, NC and has over 28 years of experience in the finance industry.