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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
Walter Bahr (CRD# 4041953) is an Investment Advisor Representative working at World Trends Wealth Management, LLC in Waxhaw, NC and has over 15 years of experience in the finance industry.
Michael Bobowski (CRD# 5624256) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waxhaw, NC and has over 14 years of experience in the finance industry.
Thomas Brown (CRD# 4479252) is an Investment Advisor Representative working at Edward Jones in Waxhaw, NC and has over 16 years of experience in the finance industry.
Andrew Burquest (CRD# 5428548) is an Investment Advisor Representative working at Sparta Wealth Partners in Waxhaw, NC and has over 16 years of experience in the finance industry.
Gary Collins (CRD# 2312320) is an Investment Advisor Representative working at Lpl Financial LLC in Waxhaw, NC and has over 30 years of experience in the finance industry.
Thomas Crawford (CRD# 6682828) is an Investment Advisor Representative working at Ascendant Capital Research, Ltd. in Waxhaw, NC and has 1 year of experience in the finance industry.
Kenneth Davis (CRD# 2422244) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Waxhaw, NC and has over 26 years of experience in the finance industry.
Michael Davis (CRD# 5556071) is an Investment Advisor Representative working at Lpl Financial LLC in Waxhaw, NC and has over 15 years of experience in the finance industry.
Richard Drew (CRD# 3136263) is an Investment Advisor Representative working at Sedna Wealth Management, LLC in Waxhaw, NC and has over 25 years of experience in the finance industry. Richard Drew 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.
Michael Friedman (CRD# 3001504) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Waxhaw, NC and has over 22 years of experience in the finance industry.