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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
Mark Antonich (CRD# 2981162) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, NC and has over 26 years of experience in the finance industry. Mark Antonich 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.
Michael Arner (CRD# 4770297) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.
Rachel Ashman (CRD# 4716652) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mint Hill, NC and has over 20 years of experience in the finance industry.
Benjamin Asseff (CRD# 5560661) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 11 years of experience in the finance industry.
Jared Audette (CRD# 5834052) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.
Walter Bahr (CRD# 4041953) is an Investment Advisor Representative working at World Trends Wealth Management, LLC in Waxhaw, NC and has over 15 years of experience in the finance industry.
Ivey Baker (CRD# 5864143) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Ivey 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.
James Baldree (CRD# 6332175) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Charlotte, NC and has over 10 years of experience in the finance industry.
William Barlow (CRD# 3104414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 25 years of experience in the finance industry.
Lance Barnhardt (CRD# 4389633) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.