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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
Charles Freeman (CRD# 2963226) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 22 years of experience in the finance industry.
Charles Fridinger (CRD# 4685361) is an Investment Advisor Representative working at Alta Advisors LLC in Greensboro, NC and has over 20 years of experience in the finance industry. Charles Fridinger 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.
Karmen Fross (CRD# 1733323) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greensboro, NC and has over 25 years of experience in the finance industry.
Leslie Garner (CRD# 2634511) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 9 years of experience in the finance industry. Leslie Garner 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 Gehsmann (CRD# 6201351) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 7 years of experience in the finance industry.
Roy Greer (CRD# 2142629) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensboro, NC and has over 32 years of experience in the finance industry. Roy Greer 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.
Kevin Gunter (CRD# 4819922) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 19 years of experience in the finance industry.
Amit Hampel (CRD# 4925385) is an Investment Advisor Representative working at Hampel Investment Advisors in Greensboro, NC and has over 18 years of experience in the finance industry.
Joseph Hampton (CRD# 6844463) is an Investment Advisor Representative working at Credit Union Investment Services in Greensboro, NC and has over 6 years of experience in the finance industry.
William Hanner (CRD# 1776263) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 36 years of experience in the finance industry.