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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
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.
Joseph Burns (CRD# 2733866) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry. Joseph Burns 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 Burr (CRD# 5102722) is an Investment Advisor Representative working at Steady Returns in Charlotte, NC and has over 18 years of experience in the finance industry.
Joel Burris (CRD# 2958651) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.
Thomas Calame (CRD# 2406421) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 30 years of experience in the finance industry.
Beverly Caldwell (CRD# 4940674) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 16 years of experience in the finance industry.
Kenneth Calhoun (CRD# 2001112) is an Investment Advisor Representative working at Wells Fargo Advisors in Charlotte, NC and has over 33 years of experience in the finance industry.
Holly Camp (CRD# 4697439) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gastonia, NC and has over 20 years of experience in the finance industry.
Jonathan Camp (CRD# 5962164) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gastonia, NC and has over 8 years of experience in the finance industry.
Ryan Canada (CRD# 5418925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 16 years of experience in the finance industry.