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Distance Only Greensboro, 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
Richard Class (CRD# 5371403) is an Investment Advisor Representative working at D.a. Davidson & Company in Greensboro, NC and has over 16 years of experience in the finance industry. Richard Class 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.
Andrew Clyne (CRD# 6148043) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensboro, NC and has over 10 years of experience in the finance industry.
Sarah Coble (CRD# 6548163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensboro, NC and has over 5 years of experience in the finance industry.
Jennifer Cockman (CRD# 4940621) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greensboro, NC and has over 10 years of experience in the finance industry.
Sanders Cockman (CRD# 2867279) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensboro, NC and has over 27 years of experience in the finance industry. Sanders Cockman 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.
Brian Coghill (CRD# 2806974) is an Investment Advisor Representative working at Davenport & Company LLC in Greensboro, NC and has over 27 years of experience in the finance industry.
Howard Coley (CRD# 4055139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensboro, NC and has over 24 years of experience in the finance industry.
Joseph Cone (CRD# 6246880) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greensboro, NC and has over 10 years of experience in the finance industry.
Ryan Cooke (CRD# 6095359) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greensboro, NC and has over 11 years of experience in the finance industry. Ryan Cooke 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.
John Cooper (CRD# 2829830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greensboro, NC and has over 27 years of experience in the finance industry.