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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
Lee Bowman (CRD# 5272458) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.
Michael Bowser (CRD# 6428769) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.
Melissa Boyer (CRD# 4270485) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 23 years of experience in the finance industry. Melissa 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.
Michelle Boyer (CRD# 6193058) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Michelle 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.
Michael Boykin (CRD# 6595460) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.
Mark Boynton Jr (CRD# 4460934) is an Investment Advisor Representative working at Vicus Capital, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
Michael Brackett (CRD# 5703508) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
Jonathan Brackis (CRD# 2258641) is an Investment Advisor Representative working at Morgan Stanley in Charlotte, NC and has over 21 years of experience in the finance industry. Jonathan Brackis 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.
Michelle Bradford (CRD# 3100104) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Charlotte, NC and has over 20 years of experience in the finance industry.
Justin Branch (CRD# 5562289) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 10 years of experience in the finance industry.