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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
Charles Benway (CRD# 2321404) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hickory, NC and has over 31 years of experience in the finance industry.
Adam Bloom (CRD# 3271516) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 24 years of experience in the finance industry.
Ryan Bloom (CRD# 4678556) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 19 years of experience in the finance industry.
Colby Bolick (CRD# 5647039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Claremont, NC and has over 14 years of experience in the finance industry.
Roy Boone (CRD# 5481242) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 16 years of experience in the finance industry.
Brent Bowman (CRD# 2486936) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 29 years of experience in the finance industry. Brent Bowman 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.
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.
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.
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.
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.