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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
Joshua Almond (CRD# 6783693) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 6 years of experience in the finance industry.
James Appleby (CRD# 4541094) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cary, NC and has over 19 years of experience in the finance industry. James Appleby 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.
Daniel Arney (CRD# 5563171) is an Investment Advisor Representative working at Lpl Financial LLC in Holly Springs, NC and has over 15 years of experience in the finance industry.
Elizabeth Asbill (CRD# 5227741) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 16 years of experience in the finance industry.
Fred Asfoury (CRD# 2975152) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cary, NC and has over 26 years of experience in the finance industry. Fred Asfoury 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.
Deborah Ash (CRD# 6438918) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cary, NC and has over 8 years of experience in the finance industry.
Karena Bagwell (CRD# 2581084) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 29 years of experience in the finance industry.
Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southern Pines, NC and has over 5 years of experience in the finance industry.
Meredith Barbour (CRD# 4683095) is an Investment Advisor Representative working at Lpl Financial LLC in Apex, NC and has over 16 years of experience in the finance industry.
Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 16 years of experience in the finance industry. Mark Bare 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.