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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
Kermit Bolick (CRD# 5855606) is an Investment Advisor Representative working at Principal Securities, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.
Lauren Bonner (CRD# 5228363) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
Michael Bowen (CRD# 2181901) is an Investment Advisor Representative working at Edward Jones in Lincolnton, NC and has over 32 years of experience in the finance industry.
Brent Bowman (CRD# 2486936) is an Investment Advisor Representative working at Lpl Financial LLC in Statesville, NC and has over 30 years of experience in the finance industry. Brent Bowman 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.
Michelle Boyer (CRD# 6193058) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Michelle Boyer 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.
Michael Brackett (CRD# 5703508) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
John Branstrom (CRD# 811112) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Morganton, NC and has over 41 years of experience in the finance industry.
William Brisley (CRD# 5389214) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.
Ryan Brockington (CRD# 6443944) is an Investment Advisor Representative working at Edward Jones in Lake Wylie, SC and has over 9 years of experience in the finance industry.
Robert Brockland (CRD# 2318595) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morganton, NC and has over 31 years of experience in the finance industry.