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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
Magen Aske (CRD# 6720051) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 6 years of experience in the finance industry.
Julia Aument (CRD# 5164969) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Julia Aument 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.
Jonathan Axtell (CRD# 3094664) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. Jonathan Axtell 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.
Lyle Back (CRD# 4924741) is an Investment Advisor Representative working at Edward Jones in Rock Hill, SC and has over 18 years of experience in the finance industry. Lyle Back 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.
Jason Bailey (CRD# 6558067) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Oliver Bailey (CRD# 1719155) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry. Oliver Bailey 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.
William Bailey (CRD# 6100463) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
Dawn Baker (CRD# 3147208) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.
James Baker (CRD# 5481830) 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.
Baker Financial Group is an independently owned financial services firm who provides values-based family wealth management solutions to clients throughout the southeast region of the United States. We assist our clients in making sound financial planning decisions that contribute towards a secure future. We provide impeccable client service, with a team of specialists focused every day on providing personalized solutions. Our systems, technology and processes are designed to maximize efficiency and create a positive experience for our clients. We strive to act as personal Chief Financial Officers,...