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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
William Britt (CRD# 4417916) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, NC and has over 22 years of experience in the finance industry.
Patricia Brondyke (CRD# 5167669) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.
Christopher Brown (CRD# 2958994) is an Investment Advisor Representative working at Oake Financial LLC in Charlotte, NC and has over 26 years of experience in the finance industry. Christopher Brown 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 Brown (CRD# 6114402) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.
Taylor Brown (CRD# 5923394) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 12 years of experience in the finance industry.
Herman Brunson (CRD# 5667467) is an Investment Advisor Representative working at Balance Investments in Statesville, NC and has over 14 years of experience in the finance industry.
Jeremy Bryant (CRD# 4697525) is an Investment Advisor Representative working at Redwood Private Wealth in China Grove, NC and has over 20 years of experience in the finance industry.
Michael Bryant (CRD# 6085781) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.
Viktoria Bunkovsky (CRD# 5150003) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Mary Burgess (CRD# 4227743) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 18 years of experience in the finance industry.