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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
Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.
Jarrod Adams (CRD# 4682375) is an Investment Advisor Representative working at Jarrod Adams Investing, LLC in Mooresville, NC and has over 11 years of experience in the finance industry.
Adwowa Afenyi-Annan (CRD# 4592855) is an Investment Advisor Representative working at 3a Financial Group LLC in Huntersville, NC and has over 21 years of experience in the finance industry. Adwowa Afenyi-Annan 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.
Robert Aiken (CRD# 2237594) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 31 years of experience in the finance industry.
Joe Amery (CRD# 4370) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 42 years of experience in the finance industry.
Aaron Anderson (CRD# 6326777) is an Investment Advisor Representative working at Lpl Financial LLC in Mooresville, NC and has over 9 years of experience in the finance industry.
Duane Andrews (CRD# 1315431) is an Investment Advisor Representative working at Primerica Advisors in Cornelius, NC and has over 39 years of experience in the finance industry.
Spencer Angell (CRD# 2957476) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Winston Salem, NC and has over 26 years of experience in the finance industry. Spencer Angell 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.
Glen Archer (CRD# 2505555) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 29 years of experience in the finance industry.
Nicklaus Austin (CRD# 6163945) is an Investment Advisor Representative working at Savvy in Charlotte, NC and has over 9 years of experience in the finance industry.