-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
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.
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.
Mark Cole (CRD# 2896312) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Charlotte, NC and has over 25 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.
Bethany Colflesh (CRD# 4966571) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 16 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.