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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
Matthew Conroy (CRD# 4907915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 16 years of experience in the finance industry.
Brian Cook (CRD# 4509923) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has over 20 years of experience in the finance industry. Brian Cook 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.
Wanda Cooper (CRD# 2392839) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 30 years of experience in the finance industry.
Thomas Corenevsky (CRD# 2120345) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Raleigh, NC and has over 31 years of experience in the finance industry.
Adam Cork (CRD# 5444367) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 11 years of experience in the finance industry.
Ericka Cork (CRD# 6329004) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 7 years of experience in the finance industry.
Daniel Corley (CRD# 3054146) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cary, NC and has over 26 years of experience in the finance industry.
Anastasia Council (CRD# 6080560) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 9 years of experience in the finance industry.
Brandon Cousanca (CRD# 5554560) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 15 years of experience in the finance industry.
David Cove (CRD# 2754355) is an Investment Advisor Representative working at Mml Investors Services, LLC in Raleigh, NC and has over 28 years of experience in the finance industry. David Cove 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.