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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
Marcus Atkinson (CRD# 2591551) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 29 years of experience in the finance industry.
Vincenzo Atkinson (CRD# 6700652) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Jared Audette (CRD# 5834052) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.
Robin Augustin (CRD# 2635962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 28 years of experience in the finance industry.
Julia Aument (CRD# 5164969) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Julia Aument 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.
Thomas Austell (CRD# 4497776) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Nicklaus Austin (CRD# 6163945) is an Investment Advisor Representative working at Savvy in Charlotte, NC and has over 9 years of experience in the finance industry.
Richard Austin (CRD# 6113867) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Randolph Autrey (CRD# 2065079) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Indian Land, SC and has over 33 years of experience in the finance industry.
Jonathan Axtell (CRD# 3094664) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. Jonathan Axtell 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.