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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
Thomas Capuano (CRD# 2924803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 26 years of experience in the finance industry.
Sandra Carlson (CRD# 4507978) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 22 years of experience in the finance industry. Sandra Carlson 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.
Robert Carmichael (CRD# 2493245) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 29 years of experience in the finance industry.
Jessica Carnes (CRD# 5408821) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 13 years of experience in the finance industry.
Jerry Carpenter (CRD# 1681094) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.
Kellie Carroll (CRD# 4354407) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry. Kellie Carroll 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.
Larry Carroll (CRD# 1026306) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Rock Hill, SC and has over 42 years of experience in the finance industry.
Hayward Carter (CRD# 6199290) 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.
Michael Carter (CRD# 4900366) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry. Michael Carter 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.
Travis Carver (CRD# 6318731) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 6 years of experience in the finance industry.