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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
Karen Clerici (CRD# 1587672) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Asheville, NC and has over 32 years of experience in the finance industry.
Roger Clifton (CRD# 4487106) is an Investment Advisor Representative working at Clifton, Roger Lambert in Columbus, NC and has 1 year of experience in the finance industry.
John Coleman (CRD# 732840) is an Investment Advisor Representative working at Coleman Advisory, LLC in Asheville, NC and has over 42 years of experience in the finance industry. John Coleman 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.
Paul Collins (CRD# 6227160) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Asheville, NC and has over 7 years of experience in the finance industry.
Anne Comer (CRD# 5013546) is an Investment Advisor Representative working at Colton Groome Financial Advisors, LLC in Asheville, NC and has over 15 years of experience in the finance industry.
Wes Conner (CRD# 3087858) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheville, NC and has over 25 years of experience in the finance industry.
Susan Cook (CRD# 6612756) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 7 years of experience in the finance industry.
Frank Cooper (CRD# 53531) is an Investment Advisor Representative working at Grand Central Investment Group, LLC in Montreat, NC and has over 42 years of experience in the finance industry.
Jeffrey Cooper (CRD# 6366670) is an Investment Advisor Representative working at Matson Money, Inc. in Arden, NC and has over 10 years of experience in the finance industry.
Michelle Cox (CRD# 5676784) is an Investment Advisor Representative working at Commonwealth Financial Network in Asheville, NC and has over 13 years of experience in the finance industry.