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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
Carter Bagley (CRD# 2478790) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Asheville, NC and has over 20 years of experience in the finance industry.
Douglas Bailey (CRD# 1278643) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 39 years of experience in the finance industry.
Barry Barnette (CRD# 4492898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greer, SC and has over 22 years of experience in the finance industry.
Bert Barre (CRD# 4119994) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
Henry Barre (CRD# 830712) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 36 years of experience in the finance industry.
George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 23 years of experience in the finance industry. George Baughman 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.
Margaret Baxter (CRD# 2735464) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 27 years of experience in the finance industry. Margaret Baxter 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.
Jason Bell (CRD# 5436582) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Asheville, NC and has over 14 years of experience in the finance industry.
Charles Berryhill (CRD# 6153214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hendersonville, NC and has over 10 years of experience in the finance industry.
Jeremy Bishop (CRD# 5098729) is an Investment Advisor Representative working at Wells Fargo Advisors in Spartanburg, SC and has over 18 years of experience in the finance industry. Jeremy Bishop 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.