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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
Justin Coton (CRD# 6827885) is an Investment Advisor Representative working at Edward Jones in Mcadenville, NC and has over 6 years of experience in the finance industry.
Katherine Coton (CRD# 6661703) is an Investment Advisor Representative working at Edward Jones in Mcadenville, NC and has over 6 years of experience in the finance industry.
Kaleb Covington (CRD# 6700170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sherrills Ford, NC and has over 7 years of experience in the finance industry.
James Cox (CRD# 3025567) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
Edwin Crisp (CRD# 1373717) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Belmont, NC and has over 38 years of experience in the finance industry. Edwin Crisp 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.
Cynthia Cross (CRD# 5589381) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 6 years of experience in the finance industry.
Jonathan Currence (CRD# 4480631) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 21 years of experience in the finance industry.
Edin Cuskovic (CRD# 6002607) is an Investment Advisor Representative working at Maximum Advisory in Huntersville, NC and has over 12 years of experience in the finance industry.
David D'alessandro (CRD# 6085394) is an Investment Advisor Representative working at Axiom Private Wealth, LLC in Charlotte, NC and has over 9 years of experience in the finance industry. David D'alessandro 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.
William Dagit (CRD# 4558551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cornelius, NC and has over 21 years of experience in the finance industry.