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Distance Only Cornelius, NC
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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
Robert Bogia (CRD# 6750762) is an Investment Advisor Representative working at Principal Securities, Inc. in Cornelius, NC and has over 7 years of experience in the finance industry.
George Bowery (CRD# 6044945) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cornelius, NC and has over 10 years of experience in the finance industry.
Antonio Burkett (CRD# 6019453) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 12 years of experience in the finance industry. Antonio Burkett 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.
Edward Burns (CRD# 5407776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 16 years of experience in the finance industry.
Melissa Carlson (CRD# 4160200) is an Investment Advisor Representative working at Edward Jones in Cornelius, NC and has over 23 years of experience in the finance industry.
Colby Clark (CRD# 5811177) is an Investment Advisor Representative working at Aspire Private Capital in Cornelius, NC and has over 7 years of experience in the finance industry.
David Coss (CRD# 2793725) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 27 years of experience in the finance industry.
William Dagit (CRD# 4558551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cornelius, NC and has over 21 years of experience in the finance industry.
Joshua Dobi (CRD# 3175327) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cornelius, NC and has over 25 years of experience in the finance industry.
Shannon Dugger (CRD# 5390443) is an Investment Advisor Representative working at Alphastar Capital Management in Cornelius, NC and has over 9 years of experience in the finance industry.