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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.
Jeffrey Casey (CRD# 3040426) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 25 years of experience in the finance industry. Jeffrey Casey 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.
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.
William Clark (CRD# 1061582) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 41 years of experience in the finance industry.
Charles Coreth (CRD# 870470) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 41 years of experience in the finance industry. Charles Coreth 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.
Adam Coselmon (CRD# 3218369) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fenton, MI and has over 23 years of experience in the finance industry.
Jeffrey Covert (CRD# 5839123) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has over 9 years of experience in the finance industry. Jeffrey Covert 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.
Timothy Crawford (CRD# 2075488) is an Investment Advisor Representative working at Tim Crawford Cpa in Bridgeport, MI and has over 22 years of experience in the finance industry. Timothy Crawford 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.
Suzzanne Cross (CRD# 4528739) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Owosso, MI and has over 21 years of experience in the finance industry.
Joseph Crumley (CRD# 6951800) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 5 years of experience in the finance industry.