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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
Thomas Berger (CRD# 2322375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 31 years of experience in the finance industry.
Bruce Bevins (CRD# 3152463) is an Investment Advisor Representative working at Lpl Financial LLC in Matthews, NC and has over 25 years of experience in the finance industry.
Michael Bird (CRD# 5100115) is an Investment Advisor Representative working at Principal Securities, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Michael Blevins (CRD# 4845363) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.
Kirk Block (CRD# 2429827) is an Investment Advisor Representative working at Block Wealth Management, Inc. in Marvin, NC and has over 30 years of experience in the finance industry. Kirk Block 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 Bly (CRD# 5832172) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 13 years of experience in the finance industry.
Tonya Bobbitt (CRD# 6385298) is an Investment Advisor Representative working at Advice And Planning Services in Monroe, NC and has over 9 years of experience in the finance industry.
Michael Bobowski (CRD# 5624256) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waxhaw, NC and has over 14 years of experience in the finance industry.
Esther Bodman (CRD# 2091978) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Charlotte, NC and has over 33 years of experience in the finance industry.
Matthew Bond (CRD# 4277568) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 17 years of experience in the finance industry.