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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
Joshua Holland (CRD# 5113668) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has over 10 years of experience in the finance industry. Joshua Holland 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.
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high-quality experience for each and every client.
Kurt Hollar (CRD# 2844679) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 27 years of experience in the finance industry.
Thomas Holtz (CRD# 6742033) is an Investment Advisor Representative working at Edward Jones in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Michael Honea (CRD# 6444865) is an Investment Advisor Representative working at Cary Financial Planning, LLC in Cary, NC and has over 9 years of experience in the finance industry. Michael Honea 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.
Chad Hood (CRD# 6816580) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 6 years of experience in the finance industry.
Rodney Hooks (CRD# 6310154) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 10 years of experience in the finance industry.
William Hopwood (CRD# 4178345) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 24 years of experience in the finance industry.
Barry Horne (CRD# 2289443) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Cary, NC and has over 31 years of experience in the finance industry.
William Horner (CRD# 2928559) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roxboro, NC and has over 26 years of experience in the finance industry. William Horner 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.