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Distance Only Asheville, NC
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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
Kevin Clark (CRD# 2602447) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 28 years of experience in the finance industry.
Karen Clerici (CRD# 1587672) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Asheville, NC and has over 32 years of experience in the finance industry.
John Coleman (CRD# 732840) is an Investment Advisor Representative working at Coleman Advisory, LLC in Asheville, NC and has over 42 years of experience in the finance industry. John Coleman 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.
Paul Collins (CRD# 6227160) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Asheville, NC and has over 7 years of experience in the finance industry.
Anne Comer (CRD# 5013546) is an Investment Advisor Representative working at Colton Groome Financial Advisors, LLC in Asheville, NC and has over 15 years of experience in the finance industry.
Wes Conner (CRD# 3087858) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheville, NC and has over 25 years of experience in the finance industry.
Susan Cook (CRD# 6612756) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 7 years of experience in the finance industry.
Bray Creech (CRD# 6379479) is an Investment Advisor Representative working at Joel Adams And Associates Inc. in Asheville, NC and has over 9 years of experience in the finance industry. Bray Creech 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.
Elizabeth Cunagin (CRD# 3041334) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 25 years of experience in the finance industry. Elizabeth Cunagin 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.
Zachary Curtis (CRD# 6829440) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 6 years of experience in the finance industry.