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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
Sandra Austin (CRD# 4697667) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 20 years of experience in the finance industry.
Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Onedigital Investment Advisors in Winston Salem, NC and has over 15 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.
Barrett Ayers (CRD# 2416450) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 19 years of experience in the finance industry.
Brian Bach (CRD# 1535253) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 37 years of experience in the finance industry.
Rob Bacharach (CRD# 6756055) is an Investment Advisor Representative working at Iht Wealth Management LLC in Cornelius,, NC and has over 7 years of experience in the finance industry. Rob Bacharach 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.
Robert Bacon (CRD# 6365726) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.
Dianne Bailey (CRD# 6975139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 5 years of experience in the finance industry.
Harvey Bailey (CRD# 1055363) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 41 years of experience in the finance industry.
Jason Bailey (CRD# 6558067) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.