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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
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.
Brady Blackburn (CRD# 3199099) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Asheville, NC and has over 24 years of experience in the finance industry. Brady Blackburn 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.
Mark Blakeman (CRD# 2135591) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheville, NC and has over 32 years of experience in the finance industry.
James Boles (CRD# 6936669) is an Investment Advisor Representative working at Edward Jones in Marion, NC and has over 5 years of experience in the finance industry.
William Boughton (CRD# 3097889) is an Investment Advisor Representative working at Edward Jones in Weaverville, NC and has over 25 years of experience in the finance industry.
James Bowers (CRD# 4435617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 16 years of experience in the finance industry.
Travis Boyer (CRD# 5413695) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 16 years of experience in the finance industry. Travis Boyer 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.
Matthew Bright (CRD# 2332359) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Forest City, NC and has over 30 years of experience in the finance industry.
Alan Brookshire (CRD# 2565912) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Asheville, NC and has over 29 years of experience in the finance industry.