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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
Jeffrey Bulger (CRD# 3250841) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Joel Bunkley (CRD# 6010809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 12 years of experience in the finance industry.
James Bunting (CRD# 1922998) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Charlotte, NC and has over 20 years of experience in the finance industry.
Katherine Burak (CRD# 5641876) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry. Katherine Burak 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.
Frank Burgaretta (CRD# 4952693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 14 years of experience in the finance industry.
Rick Burger (CRD# 6001680) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
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.