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Distance Only Durham, 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
Frederick H Cooke (CRD# 1255283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Durham, NC and has over 40 years of experience in the finance industry.
Renee Cooley (CRD# 4751647) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Durham, NC and has over 20 years of experience in the finance industry. Renee Cooley 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.
Brad Corbett (CRD# 2979937) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 26 years of experience in the finance industry.
Megan Coyne (CRD# 6742692) is an Investment Advisor Representative working at Keener Financial Planning in Durham, NC and has over 5 years of experience in the finance industry. Megan Coyne 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.
Christopher Crenshaw (CRD# 2101160) is an Investment Advisor Representative working at Chris C Crenshaw Financial Services, LLC in Durham, NC and has over 33 years of experience in the finance industry.
Mary Czysz (CRD# 1877781) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 28 years of experience in the finance industry.
Benjamin Daves (CRD# 2661417) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Durham, NC and has over 28 years of experience in the finance industry.
Craig Daves (CRD# 3163984) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Durham, NC and has over 24 years of experience in the finance industry.
John Davis (CRD# 7080656) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Michael Decamillis (CRD# 2415908) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 20 years of experience in the finance industry.