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Distance Only Canton, GA
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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
Robert Henriques (CRD# 2880672) is an Investment Advisor Representative working at Primerica Advisors in Canton, GA and has over 26 years of experience in the finance industry.
Sarah Kendall (CRD# 5662893) is an Investment Advisor Representative working at Edward Jones in Canton, GA and has over 5 years of experience in the finance industry.
William Lam (CRD# 3067566) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canton, GA and has over 25 years of experience in the finance industry.
Keith Lavender (CRD# 6379835) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Canton, GA and has over 10 years of experience in the finance industry.
Kellee Lee (CRD# 4056168) is an Investment Advisor Representative working at Edward Jones in Canton, GA and has over 23 years of experience in the finance industry.
Michael Leonard (CRD# 1192565) is an Investment Advisor Representative working at Wells Fargo Advisors in Canton, GA and has over 40 years of experience in the finance industry.
Chaminda Mahawela (CRD# 6269477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canton, GA and has over 9 years of experience in the finance industry.
Charles Mears (CRD# 2516228) is an Investment Advisor Representative working at Triad Advisors, LLC in Canton, GA and has over 29 years of experience in the finance industry.
Susan Moone (CRD# 5320477) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, GA and has over 15 years of experience in the finance industry. Susan Moone 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.
Rachel Moscaritolo (CRD# 6559776) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Canton, GA and has over 8 years of experience in the finance industry.