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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
Christopher Brown (CRD# 2958994) is an Investment Advisor Representative working at Oake Financial LLC in Charlotte, NC and has over 26 years of experience in the finance industry. Christopher Brown 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.
David Brown (CRD# 2480693) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NC and has over 29 years of experience in the finance industry.
Samuel Bruns (CRD# 5960389) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Herman Brunson (CRD# 5667467) is an Investment Advisor Representative working at Balance Investments in Statesville, NC and has over 14 years of experience in the finance industry.
Tim Bryson (CRD# 6723179) is an Investment Advisor Representative working at Edward Jones in Claremont, NC and has over 7 years of experience in the finance industry.
Jack Buchanan (CRD# 5324710) is an Investment Advisor Representative working at Edward Jones in Kings Mountain, NC and has over 16 years of experience in the finance industry.
Tara Buckley (CRD# 1698521) is an Investment Advisor Representative working at Edward Jones in Gaffney, SC and has over 10 years of experience in the finance industry.
Thomas Bumgarner (CRD# 2031080) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hickory, NC and has over 34 years of experience in the finance industry.
Katherine Burak (CRD# 5641876) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Katherine Burak 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.
Chad Burel (CRD# 6152037) is an Investment Advisor Representative working at Edward Jones in Morganton, NC and has over 11 years of experience in the finance industry.