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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
George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 23 years of experience in the finance industry. George Baughman 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.
Margaret Baxter (CRD# 2735464) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 27 years of experience in the finance industry. Margaret Baxter 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 Bell (CRD# 5436582) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Asheville, NC and has over 14 years of experience in the finance industry.
Charles Berryhill (CRD# 6153214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hendersonville, NC and has over 10 years of experience in the finance industry.
Jeremy Bishop (CRD# 5098729) is an Investment Advisor Representative working at Wells Fargo Advisors in Spartanburg, SC and has over 18 years of experience in the finance industry. Jeremy Bishop 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.
Brady Blackburn (CRD# 3199099) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Asheville, NC and has over 25 years of experience in the finance industry. Brady Blackburn 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.
Mark Blakeman (CRD# 2135591) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheville, NC and has over 33 years of experience in the finance industry.
Steven Blanton (CRD# 6385795) is an Investment Advisor Representative working at Lpl Financial LLC in Spartanburg, SC and has over 9 years of experience in the finance industry.
Stephen Borklund (CRD# 3068890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Travelers Rst, SC and has over 23 years of experience in the finance industry.
Julieta Botescu (CRD# 5247880) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 17 years of experience in the finance industry.