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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
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.
Jason Colvin (CRD# 5399391) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huntersville, NC and has over 16 years of experience in the finance industry.
David Coss (CRD# 2793725) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cornelius, NC and has over 27 years of experience in the finance industry.
Kaleb Covington (CRD# 6700170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sherrills Ford, NC and has over 7 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.
Cynthia Cross (CRD# 5589381) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 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.
Edin Cuskovic (CRD# 6002607) is an Investment Advisor Representative working at Maximum Advisory in Huntersville, NC and has over 12 years of experience in the finance industry.
David D'alessandro (CRD# 6085394) is an Investment Advisor Representative working at Axiom Private Wealth, LLC in Charlotte, NC and has over 9 years of experience in the finance industry. David D'alessandro 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.
Tori Dacosta (CRD# 6601116) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kannapolis, NC and has over 8 years of experience in the finance industry.