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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
Scott Avery (CRD# 1550880) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Cary, NC and has over 29 years of experience in the finance industry.
John Bahr (CRD# 2404646) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chapel Hill, NC and has over 30 years of experience in the finance industry.
John Bailey (CRD# 1279694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 39 years of experience in the finance industry.
Susan Batchelor (CRD# 6665722) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chapel Hill, NC and has over 6 years of experience in the finance industry.
Colin Bates (CRD# 7025597) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 5 years of experience in the finance industry.
Michelle Beanland (CRD# 1517082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cary, NC and has over 37 years of experience in the finance industry.
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry. David Belk 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.
Angelina Bellochio (CRD# 5979461) is an Investment Advisor Representative working at 3sisters Sustainable Management, Inc. in Hillsborough, NC and has over 12 years of experience in the finance industry.
Samson Benen (CRD# 6634000) is an Investment Advisor Representative working at Sjbenen Advisory, LLC in Chapel Hill, NC and has over 8 years of experience in the finance industry.
John Berard (CRD# 2231287) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 31 years of experience in the finance industry.