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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
Julie Alford (CRD# 3116179) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Umar Ali (CRD# 6404328) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
Wesley Alim (CRD# 5363319) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Wesley Alim 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.
Wesley Aliotti (CRD# 6608514) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Jennifer All (CRD# 4016855) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 20 years of experience in the finance industry.
Angela Allen (CRD# 4249701) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Anthony Allen (CRD# 5717690) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry. Anthony Allen 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.
Dennis Allen (CRD# 6549617) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Richard Allen (CRD# 1764447) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Charlotte, NC and has over 31 years of experience in the finance industry.
Ruth Allen (CRD# 2851750) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.