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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
David Brunswick (CRD# 2381997) is an Investment Advisor Representative working at G. A. Repple & Company in Wake Forest, NC and has over 16 years of experience in the finance industry.
David Caballero (CRD# 4585790) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 21 years of experience in the finance industry. David Caballero 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.
Jaime Carmona (CRD# 5545849) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 15 years of experience in the finance industry.
Ginger Christmas (CRD# 5531854) is an Investment Advisor Representative working at Credit Union Investment Services in Butner, NC and has over 15 years of experience in the finance industry.
Dee Cox (CRD# 5963253) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 7 years of experience in the finance industry.
Kimberly Cozart (CRD# 4571648) is an Investment Advisor Representative working at Avantax Advisory Services in Creedmoor, NC and has over 21 years of experience in the finance industry.
Christopher Cracchiolo (CRD# 4264528) is an Investment Advisor Representative working at Lpl Financial LLC in Louisburg, NC and has over 23 years of experience in the finance industry.
Leonard Creech (CRD# 4086445) is an Investment Advisor Representative working at The Wealth Group, Ltd in Oxford, NC and has over 23 years of experience in the finance industry.
Greg Daniels (CRD# 6899033) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 6 years of experience in the finance industry.
Terrence Donoghue (CRD# 808147) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Durham, NC and has over 44 years of experience in the finance industry.