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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
Matthew Cascio (CRD# 6254242) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Matthew Cascio 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 Casey (CRD# 3045309) is an Investment Advisor Representative working at Intellectus Partners, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Gregory Cash (CRD# 2698196) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 26 years of experience in the finance industry.
Adrian Caspar (CRD# 6451986) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Bryan Cassells (CRD# 4202016) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gastonia, NC and has over 21 years of experience in the finance industry.
Christopher Cassidy (CRD# 5206879) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 17 years of experience in the finance industry.
Boyd Cauble (CRD# 3081589) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
William Causey (CRD# 6952600) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 5 years of experience in the finance industry.
Steven Cavalleiro (CRD# 6917358) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
Thomas Cavanaugh (CRD# 2335829) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 31 years of experience in the finance industry.