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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
Brendan Clancy (CRD# 6335205) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Auburn Hills, MI and has over 7 years of experience in the finance industry.
Michael Clancy (CRD# 2228840) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Shelby Township, MI and has over 32 years of experience in the finance industry.
Richard Coates (CRD# 2802915) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 25 years of experience in the finance industry.
Dane Colberg (CRD# 6174833) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 10 years of experience in the finance industry.
William Colvett (CRD# 4311759) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lake Orion, MI and has over 23 years of experience in the finance industry. William Colvett 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.
Gary Cook (CRD# 2375801) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester, MI and has over 30 years of experience in the finance industry.
Mark Corombos (CRD# 4607547) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has 1 year of experience in the finance industry. Mark Corombos 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.
Douglas Coursen (CRD# 5775037) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 14 years of experience in the finance industry. Douglas Coursen 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.
Jeffrey Covert (CRD# 5839123) is an Investment Advisor Representative working at Team Covert, LLC in Auburn Hills, MI and has over 9 years of experience in the finance industry. Jeffrey Covert 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.
Lee Cox (CRD# 2759798) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 27 years of experience in the finance industry.