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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
Alexander Barnes (CRD# 6065932) is an Investment Advisor Representative working at Cornerstone Wealth in Belmont, NC and has over 11 years of experience in the finance industry. Alexander Barnes 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.
Lance Barnhardt (CRD# 4389633) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.
Dustin Barr (CRD# 6529215) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
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.
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.
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.
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.