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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
David Bryant (CRD# 2585448) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 29 years of experience in the finance industry.
Tara Buckley (CRD# 1698521) is an Investment Advisor Representative working at Edward Jones in Gaffney, SC and has over 10 years of experience in the finance industry.
Katherine Burak (CRD# 5641876) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Katherine Burak 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 Burger (CRD# 5266961) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Steven Burger 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.
Katherine Burgess (CRD# 4713335) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 11 years of experience in the finance industry.
Kara Burkholder (CRD# 6191358) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 10 years of experience in the finance industry.
James Burney (CRD# 4403073) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. James Burney 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.
Matthew Burns (CRD# 2926243) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 26 years of experience in the finance industry.
Manuel Calderon (CRD# 2643782) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 28 years of experience in the finance industry.
Holly Camp (CRD# 4697439) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gastonia, NC and has over 20 years of experience in the finance industry.