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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
John Ager (CRD# 2500387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlotte, NC and has over 28 years of experience in the finance industry. John Ager 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.
Charles Agnew (CRD# 6645397) is an Investment Advisor Representative working at Credit Union Investment Services in Charlotte, NC and has over 7 years of experience in the finance industry.
Maziyar Ahmadi-Kashani (CRD# 4998441) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
Bunmi Ajao (CRD# 5030006) is an Investment Advisor Representative working at Apex Financial Services, LLC in Gastonia, NC and has over 16 years of experience in the finance industry.
Russell Albers (CRD# 5878640) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 6 years of experience in the finance industry.
Wesley Aliotti (CRD# 6608514) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Jennifer All (CRD# 4016855) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 24 years of experience in the finance industry.
Anthony Allen (CRD# 5717690) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry. Anthony Allen 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 Allen Ii (CRD# 4418904) is an Investment Advisor Representative working at Cary Street Partners in Charlotte, NC and has over 20 years of experience in the finance industry.
Jayson Allsbrook (CRD# 6955656) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.