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Distance Only Raleigh, NC
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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
Adam Buchanan (CRD# 6276246) is an Investment Advisor Representative working at Avantax Advisory Services in Raleigh, NC and has over 10 years of experience in the finance industry.
Denise Buchanan (CRD# 1284353) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 20 years of experience in the finance industry.
Matthew Buddo (CRD# 6484350) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Raleigh, NC and has over 7 years of experience in the finance industry.
Robert Bulloch (CRD# 2541075) is an Investment Advisor Representative working at Sb Advisory, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.
Brian Bunn (CRD# 6999749) is an Investment Advisor Representative working at Brian B. Bunn Cpa, Pllc in Raleigh, NC and has 1 year of experience in the finance industry.
Sebastian Bunster (CRD# 4831627) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Dillon Burdette (CRD# 6354118) is an Investment Advisor Representative working at Equitable Advisors, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
Kathleen Burkett (CRD# 1712792) is an Investment Advisor Representative working at Triangle Wealth Management in Raleigh, NC and has over 32 years of experience in the finance industry. Kathleen Burkett 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.
Stephanie Burks (CRD# 6464127) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry. Stephanie Burks 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.
Cecil Burt (CRD# 3056328) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Raleigh, NC and has over 25 years of experience in the finance industry.