Louise Cole

Current Employers

Employment History

• 07/1987 → 01/2026
  Heritage Group Of Companies (D.b.a. For Advisory Business)
  Southport, NC
• 02/2013 → 12/2016
  Next Financial Group
  Houston, TX
• 03/2017 → 01/2026
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 01/2026 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2026 → Present
  Robert Mcneill, Jr
  Wall, NJ

Previous Registrations

• 2017-03-06 → 2026-01-26
  Prosperity Capital Advisors
  Toms River, NJ
  Westlake, OH
  Beachwood, NJ
  Winnabow, NC
  Southport, NC
• 2013-02-21 → 2017-03-30
  Heritage Advisory Group, Inc.
  Toms River, NJ
• 2013-02-19 → 2016-12-31
  Next Financial Group, Inc.
  Houston, TX
  Toms River, NJ
• 2009-08-27 → 2013-03-11
  Grant Williams L.P.
  Toms River, NJ
  Philadelphia, PA
• 2005-05-20 → 2012-12-31
  Heritage Advisory Group, Inc.
  Toms River, NJ
• 2003-03-27 → 2009-08-06
  Fsc Securities Corporation
  Toms River, NJ
  Toms River, NJ

Other Businesses

Robert McNeill Jr, investment-related, registered sales assistant, client communication and scheduling meetings, 40 hours per week

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-05

Designations

Other Names

• Louise Marie Phair
• Louise Marie Schwenk
• Louise Johnson Schwenk Phair
• Louise Schwenk Johnson
• Louise Marie Johnson
• Louise Marie Cole