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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
William Armfield (CRD# 5494240) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in High Point, NC and has over 16 years of experience in the finance industry.
David Austin (CRD# 6944292) is an Investment Advisor Representative working at Lpl Financial LLC in High Point, NC and has over 5 years of experience in the finance industry.
Jeffrey Barker (CRD# 1907737) is an Investment Advisor Representative working at Securities America Advisors, Inc. in High Point, NC and has over 34 years of experience in the finance industry.
Zachary Barnes (CRD# 6582629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in High Point, NC and has over 8 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.
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.
Steven Brackman (CRD# 6032438) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in High Point, NC and has over 12 years of experience in the finance industry.
Brian Buttolph (CRD# 5494249) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 16 years of experience in the finance industry.
Warren Carrick (CRD# 5728615) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 14 years of experience in the finance industry.
Tracy Collins (CRD# 5225146) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in High Point, NC and has over 14 years of experience in the finance industry.