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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
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.
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.
James Bear (CRD# 1411610) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 24 years of experience in the finance industry.
Lucas Beatty (CRD# 6790925) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gastonia, NC and has over 6 years of experience in the finance industry.
Bradley Beer (CRD# 2336608) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 30 years of experience in the finance industry.
Austin Bell (CRD# 6617687) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Joseph Bennett (CRD# 4860044) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Rock Hill, SC and has over 19 years of experience in the finance industry.
Hicham Benothmane (CRD# 5238641) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 15 years of experience in the finance industry.
James Benson (CRD# 1311496) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. James Benson 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.
Keith Benton (CRD# 2394254) is an Investment Advisor Representative working at Lpl Financial LLC in Rock Hill, SC and has over 30 years of experience in the finance industry. Keith Benton 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.