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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
Michael Baker (CRD# 3154114) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sherrills Ford, NC and has over 25 years of experience in the finance industry. Michael Baker 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.
Carl Ballard (CRD# 4316614) is an Investment Advisor Representative working at C2 Investment Group in Mooresville, NC and has over 22 years of experience in the finance industry.
William Barlow (CRD# 6197261) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 10 years of experience in the finance industry.
Roderick Barnes (CRD# 2362862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in N Wilkesboro, NC and has over 30 years of experience in the finance industry.
Frank Beals (CRD# 2690147) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 28 years of experience in the finance industry.
Jason Beckley (CRD# 5906779) is an Investment Advisor Representative working at Advisory Services Network in Hickory, NC and has over 13 years of experience in the finance industry.
William Bell (CRD# 2529798) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 29 years of experience in the finance industry.
Charles Benway (CRD# 2321404) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hickory, NC and has over 31 years of experience in the finance industry.
Christopher Bice (CRD# 3222439) is an Investment Advisor Representative working at Lpl Financial LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Adam Bloom (CRD# 3271516) is an Investment Advisor Representative working at Edward Jones in Mooresville, NC and has over 24 years of experience in the finance industry.