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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
Taylor Bryant (CRD# 5862956) is an Investment Advisor Representative working at Charlotte Wealth Management, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
Ronald Bryson (CRD# 730178) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 43 years of experience in the finance industry.
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.
Anthony Burns (CRD# 2872045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry. Anthony Burns 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.
Joel Burns (CRD# 2259575) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 31 years of experience in the finance industry.
John Burns (CRD# 36324) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 43 years of experience in the finance industry. John Burns 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.
Andrew Burquest (CRD# 5428548) is an Investment Advisor Representative working at Sparta Wealth Partners in Waxhaw, NC and has over 16 years of experience in the finance industry.
Stephen Bush (CRD# 1898917) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Weddington, NC and has over 35 years of experience in the finance industry.