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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
Jennifer Bell (CRD# 5109489) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 11 years of experience in the finance industry.
Eric Benedict (CRD# 5950102) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 12 years of experience in the finance industry.
Joan Bentley (CRD# 6383102) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 9 years of experience in the finance industry.
Allison Berger (CRD# 4996474) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has over 18 years of experience in the finance industry. Allison Berger 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.
Richmond Bernhardt (CRD# 4360799) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 22 years of experience in the finance industry.
Brian Bewley (CRD# 5828542) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
Brian Biederman (CRD# 1237596) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 40 years of experience in the finance industry. Brian Biederman 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 Biliter (CRD# 1690995) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 36 years of experience in the finance industry. David Biliter 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.
Nicholas Biron (CRD# 5058230) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Raleigh, NC and has over 18 years of experience in the finance industry.
Richard Black (CRD# 6400619) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 9 years of experience in the finance industry.