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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
David Barrett (CRD# 1018614) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 14 years of experience in the finance industry.
Henry Barringer (CRD# 5896660) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry. Henry Barringer 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.
Matthew Barrovecchio (CRD# 4786461) is an Investment Advisor Representative working at Christian Financial Advisors in Odessa, FL and has over 20 years of experience in the finance industry. Matthew Barrovecchio 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.
Scott Barrus (CRD# 5818101) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Scott Barrus 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.
Suzanne Barry (CRD# 6599159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 5 years of experience in the finance industry.
Bailey Bartee (CRD# 4641982) is an Investment Advisor Representative working at Wells Fargo Advisors in Charlotte, NC and has over 20 years of experience in the finance industry. Bailey Bartee 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.
Alexander Bartolomeo (CRD# 6349440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
Tim Bartolomeo (CRD# 6613012) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Jon Bass (CRD# 5785814) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Charles Bassing (CRD# 6466930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Charles Bassing 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.