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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
Paul Elam (CRD# 4640119) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 21 years of experience in the finance industry.
Dimitri Eliopoulos (CRD# 4444610) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Raleigh, NC and has over 22 years of experience in the finance industry. Dimitri Eliopoulos 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.
David Elliott (CRD# 4747289) is an Investment Advisor Representative working at Artifex Advisory Group, Inc. in Cary, NC and has over 18 years of experience in the finance industry.
Carter Ellis (CRD# 6566004) is an Investment Advisor Representative working at Guardian Wealth Advisors, LLC in Raleigh, NC and has over 8 years of experience in the finance industry. Carter Ellis 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.
Scott Ellis (CRD# 2376504) is an Investment Advisor Representative working at Avantax Advisory Services in Cary, NC and has over 30 years of experience in the finance industry.
Stephen Ellis (CRD# 2292370) is an Investment Advisor Representative working at Avantax Advisory Services in Cary, NC and has over 30 years of experience in the finance industry.
Roger Elmer (CRD# 4801562) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry. Roger Elmer 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.
Russell Emrath (CRD# 5513914) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.
Claren Englebreth (CRD# 5592732) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 15 years of experience in the finance industry.
Michael Enriquez (CRD# 2677750) is an Investment Advisor Representative working at Principal Securities, Inc. in Amherst, NH and has over 17 years of experience in the finance industry.