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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
James Bowers (CRD# 4435617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 16 years of experience in the finance industry.
Travis Boyer (CRD# 5413695) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 16 years of experience in the finance industry. Travis Boyer 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.
Brian Bridges (CRD# 6180124) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 10 years of experience in the finance industry.
Kara Bridges (CRD# 6351333) is an Investment Advisor Representative working at Edward Jones in Canton, NC and has over 9 years of experience in the finance industry.
Alan Brookshire (CRD# 2565912) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Asheville, NC and has over 29 years of experience in the finance industry.
Judith Brown (CRD# 6508748) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 8 years of experience in the finance industry.
Richard Brown (CRD# 6753414) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Asheville, NC and has over 7 years of experience in the finance industry. Richard Brown 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.
Michael Bruder (CRD# 4216749) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 23 years of experience in the finance industry. Michael Bruder 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.
Paul Buckle (CRD# 6701459) is an Investment Advisor Representative working at Signal Advisors Wealth, LLC in Asheville, NC and has over 7 years of experience in the finance industry. Paul Buckle 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.
John Bugay (CRD# 4800372) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, SC and has over 17 years of experience in the finance industry. John Bugay 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.