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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
Kara Burkholder (CRD# 6191358) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 10 years of experience in the finance industry.
James Burney (CRD# 4403073) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. James Burney 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.
Anthony Burns (CRD# 2872045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry. Anthony Burns 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.
Joel Burns (CRD# 2259575) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 31 years of experience in the finance industry.
John Burns (CRD# 36324) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charlotte, NC and has over 43 years of experience in the finance industry. John Burns 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.
Joseph Burns (CRD# 2733866) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry. Joseph Burns 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.
Matthew Burns (CRD# 2926243) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 26 years of experience in the finance industry.
Joel Burris (CRD# 2958651) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 25 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.
Britt Byerley (CRD# 3026861) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 25 years of experience in the finance industry. Britt Byerley 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.