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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
Bret Cozewith (CRD# 5404173) is an Investment Advisor Representative working at Primerica Advisors in Charlotte, NC and has over 16 years of experience in the finance industry.
Austin Crass (CRD# 6173402) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
Drew Crawford (CRD# 5717495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 14 years of experience in the finance industry.
Sarah Cray (CRD# 3278314) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mill, SC and has over 11 years of experience in the finance industry.
Timothy Creech (CRD# 1046706) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, NC and has over 39 years of experience in the finance industry.
Benner Crigler (CRD# 870951) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 40 years of experience in the finance industry.
Robert Crigler (CRD# 1604403) is an Investment Advisor Representative working at Equitable Advisors, LLC in Charlotte, NC and has over 33 years of experience in the finance industry.
Edwin Crisp (CRD# 1373717) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Belmont, NC and has over 38 years of experience in the finance industry. Edwin Crisp 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.
Gregory Croom (CRD# 2851137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 27 years of experience in the finance industry.
Jason Cross (CRD# 6286076) is an Investment Advisor Representative working at Corient in Fort Mill, SC and has over 10 years of experience in the finance industry. Jason Cross 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.