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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
Tracy Cohen-Mcluckie (CRD# 1894709) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Cary, NC and has over 35 years of experience in the finance industry.
Hugh Cole (CRD# 4179993) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 24 years of experience in the finance industry.
Peter Coleman (CRD# 4314392) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 22 years of experience in the finance industry.
Stephen Coleman (CRD# 1212062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Raleigh, NC and has over 40 years of experience in the finance industry. Stephen Coleman 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.
John Collins (CRD# 5164954) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 17 years of experience in the finance industry.
Christopher Coman (CRD# 4269532) is an Investment Advisor Representative working at Wells Fargo Advisors in Raleigh, NC and has over 23 years of experience in the finance industry. Christopher Coman 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 Condrey (CRD# 1020385) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Raleigh, NC and has over 30 years of experience in the finance industry.
Timothy Congleton (CRD# 1043192) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Raleigh, NC and has over 36 years of experience in the finance industry.
Daniel Conklin (CRD# 6556201) is an Investment Advisor Representative working at Hunter Street Investment Advisors LLC in Apex, NC and has over 8 years of experience in the finance industry.
Jonathan Connors (CRD# 4650209) is an Investment Advisor Representative working at Mma Securities LLC in Raleigh, NC and has over 21 years of experience in the finance industry.