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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
Jeffrey Cole (CRD# 4311527) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 23 years of experience in the finance industry.
John Coleman (CRD# 1619721) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Wilmington, NC and has over 37 years of experience in the finance industry.
Geoffrey Collins (CRD# 3031534) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Wilmington, NC and has over 25 years of experience in the finance industry. Geoffrey Collins 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.
Charles Cooke (CRD# 4061199) is an Investment Advisor Representative working at Allegiance Financial Group in Wilmington, NC and has over 22 years of experience in the finance industry. Charles Cooke 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.
Stephen Cooley (CRD# 5639198) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, NC and has over 14 years of experience in the finance industry.
Ann-marie Cooper (CRD# 5620078) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.
Ronald Copley (CRD# 4559087) is an Investment Advisor Representative working at Copley Investment Management, LLC in Wilmington, NC and has 1 year of experience in the finance industry.
Linda Coulson (CRD# 1485146) is an Investment Advisor Representative working at Lpl Financial LLC in Carolina Beach, NC and has over 37 years of experience in the finance industry.
James Cowgill (CRD# 4433644) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 22 years of experience in the finance industry.
Peter Cox (CRD# 2301678) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, NC and has over 30 years of experience in the finance industry.