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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
Kellie Carroll (CRD# 4354407) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry. Kellie Carroll 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.
John Cash (CRD# 2870741) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has over 27 years of experience in the finance industry.
Bryan Cassells (CRD# 4202016) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gastonia, NC and has over 21 years of experience in the finance industry.
Milton Castellanos (CRD# 3239784) is an Investment Advisor Representative working at Guardian Wealth Advisors, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
William Causey (CRD# 6952600) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 5 years of experience in the finance industry.
Leonard Cautela (CRD# 2218546) is an Investment Advisor Representative working at Commonwealth Financial Network in Charlotte, NC and has over 32 years of experience in the finance industry.
Steven Cavalleiro (CRD# 6917358) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
Ronald Ceccarini (CRD# 4557586) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 14 years of experience in the finance industry.
Christopher Cecil (CRD# 1842207) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.
Chris Chaffin (CRD# 4177614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 23 years of experience in the finance industry.