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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
George Bowery (CRD# 6044945) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 10 years of experience in the finance industry.
William Bracken (CRD# 2686570) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mooresville, NC and has over 28 years of experience in the finance industry.
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 26 years of experience in the finance industry. Norman Bradshaw 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.
Brad Brady (CRD# 2816857) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 27 years of experience in the finance industry.
Eric Brady (CRD# 2152702) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salisbury, NC and has over 32 years of experience in the finance industry.
Christopher Brauns (CRD# 7072697) is an Investment Advisor Representative working at Edward Jones in Taylorsville, NC and has over 5 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.
David Brown (CRD# 2480693) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NC and has over 29 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.
Tim Bryson (CRD# 6723179) is an Investment Advisor Representative working at Edward Jones in Claremont, NC and has over 7 years of experience in the finance industry.