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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
David Caballero (CRD# 4585790) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 21 years of experience in the finance industry. David Caballero 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.
William Campbell (CRD# 2947652) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 26 years of experience in the finance industry.
Jaime Carmona (CRD# 5545849) is an Investment Advisor Representative working at Lpl Financial LLC in Wake Forest, NC and has over 15 years of experience in the finance industry.
Charles Carrick (CRD# 5752410) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Durham, NC and has over 10 years of experience in the finance industry. Charles Carrick 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.
Gary Carroll (CRD# 4132815) is an Investment Advisor Representative working at Edward Jones in Danville, VA and has over 22 years of experience in the finance industry.
Jon Cassada (CRD# 5382247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, VA and has over 16 years of experience in the finance industry.
Vincenzo Catullo (CRD# 2851978) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Durham, NC and has over 27 years of experience in the finance industry.
Willard Causey (CRD# 4670493) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 20 years of experience in the finance industry.
Johnaustin Chapman (CRD# 6257169) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 10 years of experience in the finance industry.
Wheeler Chapman (CRD# 1576966) is an Investment Advisor Representative working at Chapman Financial Group, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.