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Distance Only Alpharetta, 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
Dominique Davis (CRD# 2965551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Alpharetta, GA and has over 26 years of experience in the finance industry.
Richard Davis (CRD# 1937183) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alpharetta, GA and has over 35 years of experience in the finance industry.
William De Cardenas (CRD# 2766308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 27 years of experience in the finance industry.
James Dean (CRD# 6245519) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 10 years of experience in the finance industry. James Dean 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.
Joseph Degonge (CRD# 2654371) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alpharetta, GA and has over 28 years of experience in the finance industry.
Steven Denton (CRD# 4676046) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry. Steven Denton 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.
Melinda Depaolo (CRD# 4290047) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 21 years of experience in the finance industry.
Ronald Desilets (CRD# 4087508) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alpharetta, GA and has over 24 years of experience in the finance industry.
James Dickson (CRD# 67493) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alpharetta, GA and has over 43 years of experience in the finance industry.
Lisa Disney (CRD# 2510355) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Alpharetta, GA and has over 27 years of experience in the finance industry.