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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
Ashley Costanzo (CRD# 6039814) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richmond, VA and has over 12 years of experience in the finance industry.
Jason Cotton (CRD# 6763179) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in North Chesterfield, VA and has over 7 years of experience in the finance industry. Jason Cotton 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.
Brandon Covey (CRD# 5021925) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Richmond, VA and has over 18 years of experience in the finance industry.
James Cowan (CRD# 1208897) is an Investment Advisor Representative working at Osaic Fa, Inc. in Midlothian, VA and has over 40 years of experience in the finance industry.
Karis Cox (CRD# 6243573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA and has over 9 years of experience in the finance industry.
Ted Cox (CRD# 4400161) is an Investment Advisor Representative working at City National Rochdale in Richmond, VA and has over 22 years of experience in the finance industry.
William Cox (CRD# 2143012) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 33 years of experience in the finance industry. William Cox 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.
Claire Craighill (CRD# 1643898) is an Investment Advisor Representative working at Sbk Financial, Inc. in Richmond, VA and has over 36 years of experience in the finance industry. Claire Craighill 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.
F Craigie (CRD# 56304) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Richmond, VA and has over 36 years of experience in the finance industry.