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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
Robert Benton (CRD# 2970070) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 26 years of experience in the finance industry. Robert 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.
Thomas Berger (CRD# 2322375) 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.
Cynthia Bernart (CRD# 4726998) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 11 years of experience in the finance industry. Cynthia Bernart 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.
Richard Berry (CRD# 1689234) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 36 years of experience in the finance industry.
Bruce Bevins (CRD# 3152463) is an Investment Advisor Representative working at Lpl Financial LLC in Matthews, NC and has over 25 years of experience in the finance industry.
Muni Bhambri (CRD# 4864598) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Sudha Bhat (CRD# 4208063) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 10 years of experience in the finance industry.
Christopher Bice (CRD# 3222439) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 24 years of experience in the finance industry.
Brian Biederman (CRD# 1237596) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 40 years of experience in the finance industry.
Jordan Bilodeau (CRD# 6592177) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 6 years of experience in the finance industry. Jordan Bilodeau 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.