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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
Dianne Bailey (CRD# 6975139) 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.
Harvey Bailey (CRD# 1055363) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 41 years of experience in the finance industry.
Jason Bailey (CRD# 6558067) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Joshua Bailey (CRD# 6199964) is an Investment Advisor Representative working at Muirfield Wealth Advisors LLC in Charlotte, NC and has over 8 years of experience in the finance industry. Joshua Bailey 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.
Oliver Bailey (CRD# 1719155) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry. Oliver Bailey 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.
Philip Bailey (CRD# 1215648) is an Investment Advisor Representative working at Muirfield Wealth Advisors LLC in Charlotte, NC and has over 40 years of experience in the finance industry. Philip Bailey 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.
Stephanie Bailey (CRD# 4220208) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 23 years of experience in the finance industry.
William Bailey (CRD# 6100463) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
Andrew Bain (CRD# 2971830) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Timothy Bain (CRD# 2330992) is an Investment Advisor Representative working at Spark Asset Management Group in Statesville, NC and has over 29 years of experience in the finance industry.