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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
Rob Bacharach (CRD# 6756055) is an Investment Advisor Representative working at Iht Wealth Management LLC in Cornelius,, NC and has over 7 years of experience in the finance industry. Rob Bacharach 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.
Timothy Bain (CRD# 2330992) is an Investment Advisor Representative working at Spark Asset Management Group in Statesville, NC and has over 29 years of experience in the finance industry.
Michael Baker (CRD# 3154114) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sherrills Ford, NC and has over 25 years of experience in the finance industry. Michael Baker 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.
John Balcerzak (CRD# 2902873) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 26 years of experience in the finance industry. John Balcerzak 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.
Carl Ballard (CRD# 4316614) is an Investment Advisor Representative working at C2 Investment Group in Mooresville, NC and has over 22 years of experience in the finance industry.
David Balok (CRD# 2224295) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, NC and has over 32 years of experience in the finance industry.
William Barlow (CRD# 6197261) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 10 years of experience in the finance industry.
Mia Barnes (CRD# 3167079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.
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.