-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Wendy Busby (CRD# 1262597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 30 years of experience in the finance industry.
Timothy Byrd (CRD# 5918091) is an Investment Advisor Representative working at Credit Union Investment Services in Raleigh, NC and has over 12 years of experience in the finance industry.
Weldon Byrd (CRD# 4621772) is an Investment Advisor Representative working at Sterling Capital Management LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
Samuel Byrum (CRD# 5774692) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Raleigh, NC and has over 12 years of experience in the finance industry.
Nancy Campbell (CRD# 5726386) is an Investment Advisor Representative working at Avantax Advisory Services in Raleigh, NC and has over 14 years of experience in the finance industry.
Thomas Campbell (CRD# 5389100) is an Investment Advisor Representative working at Merit Financial Advisors in Raleigh, NC and has over 16 years of experience in the finance industry.
Ewelina Caplap (CRD# 4868294) is an Investment Advisor Representative working at Cuso Financial Services in Raleigh, NC and has over 16 years of experience in the finance industry.
Cory Capps (CRD# 4737732) is an Investment Advisor Representative working at Collegiate Capital Management, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Alison Carpenter (CRD# 6331546) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 7 years of experience in the finance industry.