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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
Lisa Baverso (CRD# 4245860) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Newton, NC and has over 23 years of experience in the finance industry.
Anne Abernethy (CRD# 5433047) is an Investment Advisor Representative working at Wells Fargo Advisors in Newton, NC and has over 16 years of experience in the finance industry.
Jessica Beard (CRD# 7883988) is an Investment Advisor Representative working at Commonwealth Financial Network in Lincolnton, NC and has 1 year of experience in the finance industry.
Jackson Bell (CRD# 7434192) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 2 years of experience in the finance industry.
Joshua Blackwelder (CRD# 7098900) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Mill, SC and has over 5 years of experience in the finance industry.
Kimberly Bonini (CRD# 7036790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hickory, NC and has over 5 years of experience in the finance industry.
Michael Bookhardt (CRD# 7463481) is an Investment Advisor Representative working at Affluence Advisory LLC in Mount Holly, NC and has over 3 years of experience in the finance industry.
Kathleen Bridges (CRD# 6265807) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Shelby, NC and has over 8 years of experience in the finance industry.
Nicholas Brigham (CRD# 5877189) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clover, SC and has over 13 years of experience in the finance industry.
Cooper Bumgarner (CRD# 7500967) is an Investment Advisor Representative working at Edward Jones in Lincolnton, NC and has 1 year of experience in the finance industry.