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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
Kourtney Cooper (CRD# 6821848) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 6 years of experience in the finance industry.
Nartasha Cooper (CRD# 4096625) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 23 years of experience in the finance industry.
Joseph Crews (CRD# 4283558) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 21 years of experience in the finance industry.
Kristin Crockett (CRD# 2170924) is an Investment Advisor Representative working at Wells Fargo Advisors in Alpharetta, GA and has over 30 years of experience in the finance industry. Kristin Crockett 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.
Charles Crowley (CRD# 5564949) is an Investment Advisor Representative working at Bip Wealth, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry. Charles Crowley 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.
Susan Curry (CRD# 4571817) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alpharetta, GA and has over 21 years of experience in the finance industry.
Wilfred Cuthbert (CRD# 5859697) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 6 years of experience in the finance industry.
Jay D'meza (CRD# 1735817) is an Investment Advisor Representative working at Wells Fargo Advisors in Alpharetta, GA and has over 36 years of experience in the finance industry.
Cheryl Dabney (CRD# 2188843) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alpharetta, GA and has over 32 years of experience in the finance industry. Cheryl Dabney 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.
Patrick Dailey (CRD# 4298837) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Alpharetta, GA and has over 23 years of experience in the finance industry. Patrick Dailey 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.