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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
Michael Cline (CRD# 5532215) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 14 years of experience in the finance industry.
Brian Coatoam (CRD# 2926028) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Winter Park, FL and has over 26 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.
Sean Coe (CRD# 6786722) is an Investment Advisor Representative working at Primerica Advisors in Orlando, FL and has over 6 years of experience in the finance industry.
Frank Colasuono (CRD# 1921554) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 20 years of experience in the finance industry.
Russell Colbert (CRD# 1632060) is an Investment Advisor Representative working at Royal Palm Investment Advisors, Inc. in Longwood, FL and has over 37 years of experience in the finance industry.
Larry Cole (CRD# 4374086) is an Investment Advisor Representative working at Burgess Chambers & Associates Inc. in Orlando, FL and has over 23 years of experience in the finance industry.
Ryan Cole (CRD# 5855741) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Shane Cole (CRD# 5731487) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Clermont, FL and has over 14 years of experience in the finance industry.
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.
Kevin Collignon (CRD# 1185112) is an Investment Advisor Representative working at Principal Securities, Inc. in Windermere, FL and has over 18 years of experience in the finance industry. Kevin Collignon 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.