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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
Pamela Barnett (CRD# 5273788) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.
Patrick Barnett (CRD# 4963179) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 15 years of experience in the finance industry. Patrick Barnett 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.
Dustin Barr (CRD# 6529215) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
David Barrett (CRD# 1018614) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 14 years of experience in the finance industry.
Scott Barrus (CRD# 5818101) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Scott Barrus 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.
Hugo Bartell (CRD# 5942742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Tim Bartolomeo (CRD# 6613012) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Mandy Barton (CRD# 4818383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 12 years of experience in the finance industry.
Elizabeth Bartunek (CRD# 4976763) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cornelius, NC and has over 18 years of experience in the finance industry.
Charles Bassing (CRD# 6466930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Charles Bassing 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.