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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
Margier White (CRD# 2836669) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Henderson, NC and has over 9 years of experience in the finance industry.
Claude Allen (CRD# 5556798) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, NC and has over 15 years of experience in the finance industry.
James Armstrong (CRD# 4517907) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wake Forest, NC and has over 22 years of experience in the finance industry. James Armstrong 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.
Seth Asbill (CRD# 6428043) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 9 years of experience in the finance industry.
Michael Baer (CRD# 2516372) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 29 years of experience in the finance industry. Michael Baer 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.
Gary Balunas (CRD# 855228) is an Investment Advisor Representative working at Unlimited Timing Service Inc. in Creedmoor, NC and has over 29 years of experience in the finance industry.
Edgar Blackley (CRD# 1285967) is an Investment Advisor Representative working at Edward Jones in Oxford, NC and has over 39 years of experience in the finance industry.
Ezekial Blake (CRD# 6688007) is an Investment Advisor Representative working at Edward Jones in Oxford, NC and has over 6 years of experience in the finance industry.
Kristine Boelte (CRD# 4556242) is an Investment Advisor Representative working at Boelte O'hara Wealth Management in Clarksville, VA and has over 21 years of experience in the finance industry. Kristine Boelte 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.
Gabriel Bowman (CRD# 6739482) is an Investment Advisor Representative working at Edward Jones in Youngsville, NC and has over 7 years of experience in the finance industry.