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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
David Brown (CRD# 2480693) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NC and has over 29 years of experience in the finance industry.
Herman Brunson (CRD# 5667467) is an Investment Advisor Representative working at Balance Investments in Statesville, NC and has over 14 years of experience in the finance industry.
Thomas Bumgarner (CRD# 2031080) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 34 years of experience in the finance industry.
Antonio Burkett (CRD# 6019453) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 12 years of experience in the finance industry. Antonio Burkett 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.
Christian Burns (CRD# 6791120) is an Investment Advisor Representative working at Edward Jones in Huntersville, NC and has over 6 years of experience in the finance industry.
Edward Burns (CRD# 5407776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 16 years of experience in the finance industry.
Michael Burr (CRD# 5102722) is an Investment Advisor Representative working at Steady Returns in Charlotte, NC and has over 18 years of experience in the finance industry.
Beverly Caldwell (CRD# 4940674) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 15 years of experience in the finance industry.
Bruce Campbell (CRD# 4800474) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Huntersville, NC and has over 19 years of experience in the finance industry. Bruce Campbell 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.
Ryan Canada (CRD# 5418925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 16 years of experience in the finance industry.