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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
Michael Coats (CRD# 5029456) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry. Michael Coats 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.
Jeni Cobbs (CRD# 4354424) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry.
Adam Cohen (CRD# 6697202) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 7 years of experience in the finance industry.
Stephanie Cohran (CRD# 2684346) is an Investment Advisor Representative working at Edward Jones in Fayetteville, GA and has over 6 years of experience in the finance industry.
Elliott Coleman (CRD# 4630486) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.
Christopher Collie (CRD# 4522339) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.
Christopher Conkell (CRD# 6550214) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Christopher Conkell 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.
Dale Conlan (CRD# 5552884) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.
Alan Conner (CRD# 1989011) is an Investment Advisor Representative working at Novapoint Capital LLC in Atlanta, GA and has over 32 years of experience in the finance industry.
Joseph Consolo (CRD# 6916208) is an Investment Advisor Representative working at Edward Jones in Conyers, GA and has over 6 years of experience in the finance industry.