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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
Roy Boone (CRD# 5481242) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 16 years of experience in the finance industry.
Jeremy Borders (CRD# 4373588) is an Investment Advisor Representative working at Mma Securities LLC in Winston Salem, NC and has over 23 years of experience in the finance industry.
Christopher Borras (CRD# 3064000) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 25 years of experience in the finance industry.
George Bowery (CRD# 6044945) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 10 years of experience in the finance industry.
Brent Bowman (CRD# 2486936) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 29 years of experience in the finance industry. Brent Bowman 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.
Michael Bowser (CRD# 6428769) 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.
William Bracken (CRD# 2686570) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mooresville, NC and has over 28 years of experience in the finance industry.
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 26 years of experience in the finance industry. Norman Bradshaw 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.
Brad Brady (CRD# 2816857) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 27 years of experience in the finance industry.