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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
Patrick Barnett (CRD# 4963179) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 15 years of experience in the finance industry. Patrick Barnett 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.
Hugo Bartell (CRD# 5942742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Mandy Barton (CRD# 4818383) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 12 years of experience in the finance industry.
Elizabeth Bartunek (CRD# 4976763) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cornelius, NC and has over 18 years of experience in the finance industry.
Brenda Battle (CRD# 2477869) is an Investment Advisor Representative working at Edward Jones in Mocksville, NC and has over 29 years of experience in the finance industry.
Kevin Battle (CRD# 4146876) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 24 years of experience in the finance industry.
David Baucom (CRD# 4905902) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, NC and has over 19 years of experience in the finance industry.
William Bayles (CRD# 6579706) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Chad Beaver (CRD# 5129945) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 16 years of experience in the finance industry.
Angela Bellamy (CRD# 4980206) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 18 years of experience in the finance industry.