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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
Elysabeth Dalton (CRD# 2071009) is an Investment Advisor Representative working at Synovus Securities, Inc. in Alpharetta, GA and has over 30 years of experience in the finance industry.
Paul Damm (CRD# 3093576) is an Investment Advisor Representative working at Mrp Capital Investments, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
Marc Daner (CRD# 1333477) is an Investment Advisor Representative working at Daner Wealth Management, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry. Marc Daner 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.
James Daniel (CRD# 4567065) is an Investment Advisor Representative working at The Advisory Firm in Alpharetta, GA and has over 21 years of experience in the finance industry. James Daniel 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.
Charles Daniels (CRD# 6627029) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Alpharetta, GA and has over 7 years of experience in the finance industry.
Brett David (CRD# 4606354) 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.
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 34 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.