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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
William Bissett (CRD# 4644966) is an Investment Advisor Representative working at Portus Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. William Bissett 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.
Steven Blanchard (CRD# 6042470) is an Investment Advisor Representative working at Lpl Financial LLC in Cornelius, NC and has over 11 years of experience in the finance industry.
Jonathan Blevins (CRD# 4724819) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 20 years of experience in the finance industry. Jonathan Blevins 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.
Adam Bloom (CRD# 3271516) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 24 years of experience in the finance industry.
Ryan Bloom (CRD# 4678556) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 19 years of experience in the finance industry.
Travis Boak (CRD# 6674761) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Robert Bogia (CRD# 6750762) is an Investment Advisor Representative working at Principal Securities, Inc. in Cornelius, NC and has over 7 years of experience in the finance industry.
Roy Boone (CRD# 5481242) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 16 years of experience in the finance industry.
Michael Bowen (CRD# 2181901) is an Investment Advisor Representative working at Edward Jones in Lincolnton, NC and has over 32 years of experience in the finance industry.
George Bowery (CRD# 6044945) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 10 years of experience in the finance industry.