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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
Audrey Croft (CRD# 4178028) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennesaw, GA and has over 23 years of experience in the finance industry.
Christopher Cromer (CRD# 2802020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rome, GA and has over 27 years of experience in the finance industry.
Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 28 years of experience in the finance industry.
Chad Curtis (CRD# 6035941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodstock, GA and has over 10 years of experience in the finance industry.
Leana D'aloisio (CRD# 4354392) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kennesaw, GA and has over 23 years of experience in the finance industry.
Howard Daugherty (CRD# 5265086) is an Investment Advisor Representative working at Synovus Securities, Inc. in Rome, GA and has over 17 years of experience in the finance industry. Howard Daugherty 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.
Jason Daugherty (CRD# 4267059) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 23 years of experience in the finance industry.
Robert Day (CRD# 4427503) is an Investment Advisor Representative working at Ifg Advisory, LLC in Acworth, GA and has over 22 years of experience in the finance industry.
Roberto De Jesus (CRD# 5381387) is an Investment Advisor Representative working at Edward Jones in Acworth, GA and has over 16 years of experience in the finance industry.
Angela De Lion (CRD# 3040919) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennesaw, GA and has over 25 years of experience in the finance industry.