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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
Robert Bacon (CRD# 6365726) 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.
Dianne Bailey (CRD# 6975139) 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.
Mason Bailey (CRD# 6900735) 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.
Andrew Bain (CRD# 2971830) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Timothy Bain (CRD# 2330992) is an Investment Advisor Representative working at Spark Asset Management Group in Statesville, NC and has over 29 years of experience in the finance industry.
James Baker (CRD# 4804867) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Kimberley Baker (CRD# 1211966) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winston Salem, NC and has over 38 years of experience in the finance industry. Kimberley Baker 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 Baker (CRD# 3154114) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sherrills Ford, NC and has over 25 years of experience in the finance industry. Michael Baker 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 Balcerzak (CRD# 2902873) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 26 years of experience in the finance industry. John Balcerzak 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.
James Ball (CRD# 4434124) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.