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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
Mark Coffey (CRD# 2400035) is an Investment Advisor Representative working at Hickory Financial Group, LLC in Hickory, NC and has over 30 years of experience in the finance industry.
James Collins (CRD# 5808053) is an Investment Advisor Representative working at Edward Jones in Hickory, NC and has over 13 years of experience in the finance industry.
Michele Compton (CRD# 2173667) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 28 years of experience in the finance industry.
Philip Corson (CRD# 5857729) is an Investment Advisor Representative working at Strategic Planning Corporation in Fort Mill, SC and has over 12 years of experience in the finance industry.
Justin Coton (CRD# 6827885) is an Investment Advisor Representative working at Edward Jones in Mcadenville, NC and has over 6 years of experience in the finance industry.
Katherine Coton (CRD# 6661703) is an Investment Advisor Representative working at Edward Jones in Mcadenville, NC and has over 6 years of experience in the finance industry.
Kaleb Covington (CRD# 6700170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sherrills Ford, NC and has over 7 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.
Sheila Dalton (CRD# 5323377) is an Investment Advisor Representative working at Credit Union Investment Services in Gastonia, NC and has over 16 years of experience in the finance industry.
Mark Davey (CRD# 5072947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hickory, NC and has over 17 years of experience in the finance industry.