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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
Gregg Carrier (CRD# 872028) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clio, MI and has over 44 years of experience in the finance industry. Gregg Carrier 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.
Kara Case (CRD# 6581906) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn Hills, MI and has over 8 years of experience in the finance industry. Kara Case 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.
James Cattaneo (CRD# 1102088) is an Investment Advisor Representative working at Onedigital Investment Advisors in Auburn Hills, MI and has over 40 years of experience in the finance industry. James Cattaneo 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.
Daniel Chapman (CRD# 6120002) is an Investment Advisor Representative working at Retirement Resources, LLC in Auburn Hills, MI and has over 12 years of experience in the finance industry.
Brendan Clancy (CRD# 6335205) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Auburn Hills, MI and has over 7 years of experience in the finance industry.
Richard Clark (CRD# 4157322) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Blanc, MI and has over 23 years of experience in the finance industry.
Richard Coates (CRD# 2802915) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 25 years of experience in the finance industry.
Dane Colberg (CRD# 6174833) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 10 years of experience in the finance industry.
William Colvett (CRD# 4311759) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lake Orion, MI and has over 23 years of experience in the finance industry. William Colvett 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.
Mark Corombos (CRD# 4607547) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has 1 year of experience in the finance industry. Mark Corombos 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.