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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
Willard Causey (CRD# 4670493) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 20 years of experience in the finance industry.
James Chetwood Iii (CRD# 4889564) is an Investment Advisor Representative working at Allworth Financial, LP in Durham, NC and has over 17 years of experience in the finance industry. James Chetwood Iii 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.
Matthew Choplin (CRD# 6165470) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 11 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.
Christopher Ciapciak (CRD# 6111768) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Durham, NC and has over 11 years of experience in the finance industry.
Charles Clifton (CRD# 5982197) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has worked in the personal finance industry since 2008. Charles Clifton 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 putclients' interests first and comply with the Financial Planning Practice...
Donna Collins (CRD# 2904387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 26 years of experience in the finance industry.
James Contino (CRD# 2400524) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 30 years of experience in the finance industry. James Contino 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 Cook (CRD# 5783163) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 13 years of experience in the finance industry.
Frederick H Cooke (CRD# 1255283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Durham, NC and has over 40 years of experience in the finance industry.