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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
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.
Michael Boulos (CRD# 1282124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brevard, NC and has over 39 years of experience in the finance industry.
James Bowers (CRD# 4435617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 16 years of experience in the finance industry.
Travis Boyer (CRD# 5413695) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 16 years of experience in the finance industry. Travis Boyer 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.
Cynthia Boyle (CRD# 842081) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Landrum, SC and has over 41 years of experience in the finance industry.
John Boyle (CRD# 719492) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Landrum, SC and has over 43 years of experience in the finance industry.
Kara Bridges (CRD# 6351333) is an Investment Advisor Representative working at Edward Jones in Canton, NC and has over 9 years of experience in the finance industry.
Alan Brookshire (CRD# 2565912) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Asheville, NC and has over 29 years of experience in the finance industry.
Charles Brown (CRD# 1036538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 41 years of experience in the finance industry.
Judith Brown (CRD# 6508748) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 8 years of experience in the finance industry.