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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
Charles Anthony (CRD# 3207414) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Kevin Antol (CRD# 4723369) 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.
Alon Argov (CRD# 2860147) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 11 years of experience in the finance industry.
Jennifer Astles (CRD# 5014047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord, NC and has over 18 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.
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.
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.
Stephanie Bailey (CRD# 4220208) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 22 years of experience in the finance industry.
Andrew Bain (CRD# 2971830) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Kimberley Baker (CRD# 1211966) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winston Salem, NC and has over 38 years of experience in the finance industry. Kimberley Baker 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.