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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
Henry Barringer (CRD# 5896660) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry. Henry Barringer 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.
Bailey Bartee (CRD# 4641982) is an Investment Advisor Representative working at Wells Fargo Advisors in Charlotte, NC and has over 20 years of experience in the finance industry. Bailey Bartee 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.
Alexander Bartolomeo (CRD# 6349440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
Brian Baum (CRD# 6772725) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 6 years of experience in the finance industry. Brian Baum 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.
Candice Baumler (CRD# 4432110) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
William Baylog (CRD# 4119433) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Richard Bean (CRD# 5856207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, NC and has over 13 years of experience in the finance industry. Richard Bean 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.
Jennifer Beaulieu (CRD# 4271861) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
Jody Beene Smith (CRD# 5633958) is an Investment Advisor Representative working at Ia Network, LLC in Charlotte, NC and has over 14 years of experience in the finance industry. Jody Beene Smith 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.
Charles Belk (CRD# 4782238) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 19 years of experience in the finance industry.