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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
Brian Coatoam (CRD# 2926028) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Winter Park, FL and has over 25 years of experience in the finance industry. Brian Coatoam 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.
Robert Coleman (CRD# 3203113) is an Investment Advisor Representative working at Ahl Investment Management, Inc. in Winter Park, FL and has over 20 years of experience in the finance industry.
Sheri Conerly-Davis (CRD# 2672925) is an Investment Advisor Representative working at Edward Jones in Winter Park, FL and has over 21 years of experience in the finance industry.
Sean Connolly (CRD# 3238057) is an Investment Advisor Representative working at Rockefeller Capital Management in Winter Park, FL and has over 24 years of experience in the finance industry.
Susan Conroy (CRD# 4424667) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winter Park, FL and has over 22 years of experience in the finance industry.
Michael Cook (CRD# 2335039) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 30 years of experience in the finance industry.
Edward Corbett (CRD# 2858837) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Park, FL and has over 26 years of experience in the finance industry.
John Cox (CRD# 55861) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 38 years of experience in the finance industry.
John Cox Jr. (CRD# 2381930) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 26 years of experience in the finance industry.
David Cross (CRD# 1295825) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 23 years of experience in the finance industry.