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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
Christopher Brown (CRD# 2958994) is an Investment Advisor Representative working at Oake Financial LLC in Charlotte, NC and has over 26 years of experience in the finance industry. Christopher 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.
Jason Brown (CRD# 6114402) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.
Jeremy Brown (CRD# 6993064) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 5 years of experience in the finance industry.
Paul Brown (CRD# 4148397) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 23 years of experience in the finance industry. Paul 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.
Taylor Brown (CRD# 5923394) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 12 years of experience in the finance industry.
Thomas Brown (CRD# 6232697) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Thomas 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.
Mallen Bruggeman (CRD# 6456640) is an Investment Advisor Representative working at Auctus Advisors LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Samuel Bruns (CRD# 5960389) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Lance Bryan (CRD# 4587823) is an Investment Advisor Representative working at Cary Street Partners in Charlotte, NC and has over 21 years of experience in the finance industry.
Daniel Bryant (CRD# 4205452) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charlotte, NC and has over 23 years of experience in the finance industry.