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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
David Balok (CRD# 2224295) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, NC and has over 32 years of experience in the finance industry.
Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Edward Barnard (CRD# 5500204) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.
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.
Corey Barnes (CRD# 4046781) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Derek Barnes (CRD# 6428763) 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.
Luann Barnes (CRD# 3193187) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Concord, NC and has over 25 years of experience in the finance industry.
Mia Barnes (CRD# 3167079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Huntersville, NC and has over 25 years of experience in the finance industry.
Pamela Barnett (CRD# 5273788) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.
Patrick Barnett (CRD# 4963179) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 15 years of experience in the finance industry. Patrick Barnett 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.