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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
Oliver Bailey (CRD# 1719155) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry. Oliver Bailey 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.
Philip Bailey (CRD# 1215648) is an Investment Advisor Representative working at Muirfield Wealth Advisors LLC in Charlotte, NC and has over 40 years of experience in the finance industry. Philip Bailey 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.
William Bailey (CRD# 6100463) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
Andrew Bain (CRD# 2971830) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Dawn Baker (CRD# 3147208) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.
Ivey Baker (CRD# 5864143) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry. Ivey 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.
James Baker (CRD# 4804867) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Baker Financial Group is an independently owned financial services firm who provides values-based family wealth management solutions to clients throughout the southeast region of the United States. We assist our clients in making sound financial planning decisions that contribute towards a secure future. We provide impeccable client service, with a team of specialists focused every day on providing personalized solutions. Our systems, technology and processes are designed to maximize efficiency and create a positive experience for our clients. We strive to act as personal Chief Financial Officers,...
Ronald Baker (CRD# 2098564) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.
Charles Ball (CRD# 5288070) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Charles Ball 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.