"As a Registered Representative, I am committed to helping you make smart financial choices for your retirement, college funding for your children or any financial goals you want to accomplish. With more than 15 years of experience in serving business owners, individuals and families, I look forward to working with you and helping you plan for your family’s future. I am securities licensed and registered (Series 6 and 63) through CUSO Financial Services, L.P. (CFS)."
Contact me by email at ccoleman@allegacyfcu.org or by phone at 336.774.2684 / 800.782.4670 ext. 2684.
"As a Registered Representative, I am committed to helping you make smart financial choices for your retirement, college funding for your children or any financial goals you want to accomplish. With more than 15 years of experience in serving business owners, individuals and families, I look forward to working with you and helping you plan for your family’s future. I am securities licensed and registered (Series 6 and 63) through CUSO Financial Services, L.P. (CFS)."
