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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 Bolick (CRD# 2726027) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salisbury, NC and has over 27 years of experience in the finance industry.
Christopher Borras (CRD# 3064000) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 25 years of experience in the finance industry.
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 26 years of experience in the finance industry. Norman Bradshaw 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.
Brad Brady (CRD# 2816857) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 27 years of experience in the finance industry.
Eric Brady (CRD# 2152702) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 32 years of experience in the finance industry.
Robert Brannan (CRD# 6059550) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Concord, NC and has over 11 years of experience in the finance industry.
Jeremy Bryant (CRD# 4697525) is an Investment Advisor Representative working at Redwood Private Wealth in China Grove, NC and has over 20 years of experience in the finance industry.
Mary Burgess (CRD# 4227743) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 18 years of experience in the finance industry.
Alan Burke (CRD# 4314283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 23 years of experience in the finance industry.
Gina Burnett (CRD# 4749610) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 20 years of experience in the finance industry.