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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
Robert Benton (CRD# 6928217) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 5 years of experience in the finance industry.
Richard Berry (CRD# 1689234) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 36 years of experience in the finance industry.
Muni Bhambri (CRD# 4864598) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Sudha Bhat (CRD# 4208063) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 10 years of experience in the finance industry.
Christopher Bice (CRD# 3222439) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 24 years of experience in the finance industry.
Michael Bird (CRD# 4003863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cornelius, NC and has over 23 years of experience in the finance industry.
Alexander Bishop (CRD# 3198510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 24 years of experience in the finance industry.
William Bissett (CRD# 4644966) is an Investment Advisor Representative working at Portus Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. William Bissett 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 Blakely (CRD# 2593939) is an Investment Advisor Representative working at Commonwealth Financial Network in High Point, NC and has over 29 years of experience in the finance industry. Robert Blakely 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.
Steven Blanchard (CRD# 6042470) is an Investment Advisor Representative working at Lpl Financial LLC in Cornelius, NC and has over 11 years of experience in the finance industry.