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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
Luis Gonzalez (CRD# 4429604) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.
Joseph Gordon (CRD# 706758) is an Investment Advisor Representative working at Gordon Asset Management, LLC in Durham, NC and has over 31 years of experience in the finance industry. Joseph Gordon 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.
Alexander Gracia (CRD# 4560195) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 21 years of experience in the finance industry. Alexander Gracia 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.
Emily Granito (CRD# 5188914) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Durham, NC and has over 17 years of experience in the finance industry.
Terrance Green (CRD# 2743962) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Terrance Green 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 putclients' interests first and comply with the Financial Planning Practice...
Alexander Greene (CRD# 6378771) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cary, NC and has over 9 years of experience in the finance industry.
Dennis Greenway (CRD# 3092298) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry.
Amy Grieves (CRD# 3069877) 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. Amy Grieves 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.
Joseph Griffith (CRD# 3073993) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Liberty, NC and has over 25 years of experience in the finance industry.