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Distance Only Mcdonough, 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
William Morris (CRD# 1793507) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 36 years of experience in the finance industry.
Douglas Ott (CRD# 6036614) is an Investment Advisor Representative working at Andvari Associates LLC in Mcdonough, GA and has over 12 years of experience in the finance industry.
Samuel Phillips (CRD# 2239471) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 31 years of experience in the finance industry.
Latavius Powell (CRD# 5074848) is an Investment Advisor Representative working at Csg Wealth Management in Mcdonough, GA and has over 18 years of experience in the finance industry.
Aldeen Robinson (CRD# 3251054) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 22 years of experience in the finance industry.
Wayne Sanders (CRD# 876538) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 41 years of experience in the finance industry.
Toni Schwahn (CRD# 6710401) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Mcdonough, GA and has over 7 years of experience in the finance industry.
Eric Scott (CRD# 5148715) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcdonough, GA and has over 17 years of experience in the finance industry.
Denise Sowell (CRD# 2091425) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mcdonough, GA and has over 33 years of experience in the finance industry. Denise Sowell 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.
Danny Strain (CRD# 437903) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 41 years of experience in the finance industry.