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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
Thomas Austell (CRD# 4497776) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Nicklaus Austin (CRD# 6163945) is an Investment Advisor Representative working at Savvy in Charlotte, NC and has over 9 years of experience in the finance industry.
Richard Austin (CRD# 6113867) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Onedigital Investment Advisors in Winston Salem, NC and has over 15 years of experience in the finance industry.
Jonathan Axtell (CRD# 3094664) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. Jonathan Axtell 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.
Barrett Ayers (CRD# 2416450) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 20 years of experience in the finance industry.
Treven Ayers (CRD# 2405905) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has over 30 years of experience in the finance industry. Treven Ayers 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.
Mark Babyak (CRD# 6891206) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 6 years of experience in the finance industry.
Rob Bacharach (CRD# 6756055) is an Investment Advisor Representative working at Iht Wealth Management LLC in Cornelius,, NC and has over 7 years of experience in the finance industry. Rob Bacharach 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.
Robert Bacon (CRD# 6365726) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.