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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
Tony Montanari (CRD# 3089483) is the Founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a five-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony began his career in financial services in 1998 and spent his first 11 years with two large Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for local employers such as Cisco Systems, CREE, JDS...
Luther Lockwood (CRD# 2082331) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Charlotte, NC and has over 25 years of experience in the financal services industry. His complete biography and information regarding his firm and practice is available at the MBL Advisors website.
www.mbl-advisors.com
Bob Clyde, CFP® is the owner and financial planner at Clyde Financial Planning, a NC Registered Investment Adviser in Charlotte, NC and has over 7 years of experience in the finance industry.
Thomas Sauer (CRD# 4855999) is an Investment Advisor Representative working at Waddell & Reed in Charlotte, NC and has over 13 years of experience in the finance industry. Thomas Sauer 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.
Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 18 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
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 Miller (CRD# 4819204) is the Managing Partner of Auctus Advisors LLC in Charlotte, NC and has over 15 years of experience in the finance industry. He has an MBA in Finance from East Carolina's College of Business and maintains discliplines in Financial Planning and Investment Management.
Brian Swilling (CRD# 4956839) is an Investment Advisor Representative working at Waddell & Reed in Charlotte, NC and has over 12 years of experience in the finance industry.