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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
Madison Britt (CRD# 6818327) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.
Patricia Brondyke (CRD# 5167669) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.
Anna Brown (CRD# 2904287) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
Christopher Brown (CRD# 6399860) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
Christopher Brown (CRD# 2958994) is an Investment Advisor Representative working at Oake Financial LLC in Charlotte, NC and has over 26 years of experience in the finance industry. Christopher Brown 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.
David Brown (CRD# 2480693) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NC and has over 29 years of experience in the finance industry.
Jason Brown (CRD# 6114402) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.
Taylor Brown (CRD# 5923394) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Thomas Brown (CRD# 6232697) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Thomas Brown 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.
Sean Bruce (CRD# 6581208) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Mint Hill, NC and has over 8 years of experience in the finance industry.