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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
Jason Curfman (CRD# 6340888) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
Frederick Cutter (CRD# 3255395) is an Investment Advisor Representative working at Lpl Financial LLC in Cary, NC and has over 24 years of experience in the finance industry.
Philip D'agostino (CRD# 4945472) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 19 years of experience in the finance industry. Philip D'agostino 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.
Philip D'unger (CRD# 6125619) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 11 years of experience in the finance industry. Philip D'unger 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.
Julie Daniels (CRD# 5480880) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 5 years of experience in the finance industry.
Thomas Daniels (CRD# 1434956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goldsboro, NC and has over 37 years of experience in the finance industry.
Andrew Davenport (CRD# 6846881) is an Investment Advisor Representative working at Park Avenue Securities LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
John Davenport (CRD# 5575074) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has 1 year of experience in the finance industry.
Allison Davis (CRD# 5319629) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.
Carlton Davis (CRD# 3124138) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Carlton Davis 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.