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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
Dawn Baker (CRD# 3147208) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.
James Baker (CRD# 4804867) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Baker Financial Group is an independently owned financial services firm who provides values-based family wealth management solutions to clients throughout the southeast region of the United States. We assist our clients in making sound financial planning decisions that contribute towards a secure future. We provide impeccable client service, with a team of specialists focused every day on providing personalized solutions. Our systems, technology and processes are designed to maximize efficiency and create a positive experience for our clients. We strive to act as personal Chief Financial Officers,...
Michael Baker (CRD# 3154114) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sherrills Ford, NC and has over 25 years of experience in the finance industry. Michael Baker 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.
Ronald Baker (CRD# 2098564) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.
John Balcerzak (CRD# 2902873) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 27 years of experience in the finance industry. John Balcerzak 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.
Kelly Baldwin (CRD# 4791601) is an Investment Advisor Representative working at Credit Union Investment Services in Mint Hill, NC and has over 19 years of experience in the finance industry.
Charles Ball (CRD# 5288070) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Charles Ball 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.
James Ball (CRD# 4434124) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
Carl Ballard (CRD# 4316614) is an Investment Advisor Representative working at C2 Investment Group in Mooresville, NC and has over 23 years of experience in the finance industry.