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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
Jon Bass (CRD# 5785814) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Charles Bassing (CRD# 6466930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Charles Bassing 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.
Elizabeth Battaglia (CRD# 6215227) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Kevin Battle (CRD# 4146876) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 24 years of experience in the finance industry.
David Baucom (CRD# 4905902) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, NC and has over 19 years of experience in the finance industry.
Brian Baum (CRD# 6772725) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 7 years of experience in the finance industry. Brian Baum 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.
Walter Bay (CRD# 6244862) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
William Bayles (CRD# 6579706) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Charles Beatty (CRD# 1392341) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Charlotte, NC and has over 38 years of experience in the finance industry.
Chad Beaver (CRD# 5129945) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 16 years of experience in the finance industry.