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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
Colby Bolick (CRD# 5647039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Claremont, NC and has over 14 years of experience in the finance industry.
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.
Andrei Bolshakov (CRD# 5308763) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.
Steven Bonetto (CRD# 2561011) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 29 years of experience in the finance industry.
Roy Boone (CRD# 5481242) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 16 years of experience in the finance industry.
Mary Booth (CRD# 5461930) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 10 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.
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.
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.
Michael Boykin (CRD# 6595460) is an Investment Advisor Representative working at Cannon Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.