-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Benjamin Asseff (CRD# 5560661) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 11 years of experience in the finance industry.
Jared Audette (CRD# 5834052) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.
Nicklaus Austin (CRD# 6163945) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Randolph Autrey (CRD# 2065079) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Indian Land, SC and has over 33 years of experience in the finance industry.
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.
Walter Bahr (CRD# 4041953) is an Investment Advisor Representative working at World Trends Wealth Management, LLC in Waxhaw, NC and has over 15 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.
Michael Baker (CRD# 5882004) is an Investment Advisor Representative working at Advisory Alpha, LLC in Fort Mill, SC and has over 13 years of experience in the finance industry. Michael Baker 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.
James Baldree (CRD# 6332175) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
Allison Barden (CRD# 5791280) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 13 years of experience in the finance industry.