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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
John Clement (CRD# 2949692) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 24 years of experience in the finance industry.
Sean Coggin (CRD# 4277576) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 23 years of experience in the finance industry.
Donald Coggins (CRD# 4911578) is an Investment Advisor Representative working at Lpl Financial LLC in Salisbury, NC and has over 19 years of experience in the finance industry.
William Connors (CRD# 3278286) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
William Cooke (CRD# 2107758) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Harrisburg, NC and has over 33 years of experience in the finance industry.
Marc Coppotelli (CRD# 1143598) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 22 years of experience in the finance industry.
Robert Cousar (CRD# 5876103) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Gerald Craig (CRD# 1729561) is an Investment Advisor Representative working at Ifg Advisory, LLC in Concord, NC and has over 29 years of experience in the finance industry. Gerald Craig 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.
Natasha Crowell (CRD# 4212905) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 23 years of experience in the finance industry.
Kurt Culbert (CRD# 6866448) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salisbury, NC and has over 6 years of experience in the finance industry.