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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
Murphy Coble (CRD# 706754) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Charlotte, NC and has over 33 years of experience in the finance industry. Murphy Coble 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.
Timothy Cody (CRD# 4901591) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Derek Coffren (CRD# 6474765) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mooresville, NC and has over 8 years of experience in the finance industry.
Sean Coggin (CRD# 4277576) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 23 years of experience in the finance industry.
Donald Coggins (CRD# 4911578) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, NC and has over 19 years of experience in the finance industry.
William Cohen (CRD# 5168762) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 16 years of experience in the finance industry.
Philip Coleman (CRD# 3207465) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry. Philip 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.
Terrence Colen (CRD# 1929889) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
Robert Coley (CRD# 4749533) is an Investment Advisor Representative working at Atticus Capital Advisors LLC in Charlotte, NC and has over 13 years of experience in the finance industry.
Michael Collegeman (CRD# 6414118) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Michael Collegeman 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.