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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
Toni Clarke (CRD# 6189256) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Huntersville, NC and has over 6 years of experience in the finance industry.
John Clement (CRD# 2949692) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Donald Cleven (CRD# 3215070) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.
Brent Cline (CRD# 4809313) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 19 years of experience in the finance industry.
Candace Cline (CRD# 4792191) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 16 years of experience in the finance industry. Candace Cline 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.
David Clingman (CRD# 5023633) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.
Cathie Clontz (CRD# 4526666) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
Thomas Coakley (CRD# 5036913) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry. Thomas Coakley 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.
Michael Coates (CRD# 2341264) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mount Holly, NC and has over 31 years of experience in the finance industry.
Jason Coble (CRD# 2773493) 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.