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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
Andrea Buschur (CRD# 2636812) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, NC and has over 21 years of experience in the finance industry.
Matthew Bush (CRD# 4198697) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charlotte, NC and has over 23 years of experience in the finance industry.
Jack Butler (CRD# 5754263) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
David Byrne (CRD# 5760492) is an Investment Advisor Representative working at Edward Jones in Concord, NC and has over 14 years of experience in the finance industry.
Joseph Calabrasi (CRD# 5215899) is an Investment Advisor Representative working at Lionsight Capital, LLC in Mint Hill, NC and has over 18 years of experience in the finance industry. Joseph Calabrasi 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.
Thomas Calame (CRD# 2406421) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 30 years of experience in the finance industry.
Beverly Caldwell (CRD# 4940674) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 16 years of experience in the finance industry.
Deidre Caldwell (CRD# 1840633) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charlotte, NC and has over 35 years of experience in the finance industry.
Kenneth Calhoun (CRD# 2001112) is an Investment Advisor Representative working at Wells Fargo Advisors in Charlotte, NC and has over 33 years of experience in the finance industry.
Holly Camp (CRD# 4697439) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gastonia, NC and has over 20 years of experience in the finance industry.