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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
Steven Burger (CRD# 5266961) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Steven Burger 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.
Katherine Burgess (CRD# 4713335) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 11 years of experience in the finance industry.
Stephen Burgess (CRD# 856369) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 41 years of experience in the finance industry.
Richard Burke (CRD# 6756955) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Kara Burkholder (CRD# 6191358) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 10 years of experience in the finance industry.
Joanne Burleson (CRD# 5704772) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 14 years of experience in the finance industry.
James Burney (CRD# 4403073) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. James Burney 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.
Anthony Burns (CRD# 2872045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry. Anthony 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.
Christian Burns (CRD# 6791120) is an Investment Advisor Representative working at Edward Jones in Huntersville, NC and has over 6 years of experience in the finance industry.
Joel Burns (CRD# 2259575) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 31 years of experience in the finance industry.