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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
William Barlow (CRD# 3104414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 25 years of experience in the finance industry.
Adam Barnes (CRD# 6378830) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 9 years of experience in the finance industry.
Lance Barnhardt (CRD# 4389633) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.
Henry Barringer (CRD# 5896660) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry. Henry Barringer 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.
Garrett Barthelmes (CRD# 6010348) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 12 years of experience in the finance industry.
Alexander Bartolomeo (CRD# 6349440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
William Baylog (CRD# 4119433) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Richard Bean (CRD# 5856207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, NC and has over 13 years of experience in the finance industry. Richard Bean 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 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.
Jennifer Beaulieu (CRD# 4271861) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.