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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
Jon Burklow (CRD# 5212847) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alpharetta, GA and has over 17 years of experience in the finance industry.
Robert Burts (CRD# 1534204) is an Investment Advisor Representative working at Synovus Securities, Inc. in Alpharetta, GA and has over 34 years of experience in the finance industry.
John Busey (CRD# 2982127) is an Investment Advisor Representative working at Lifemark Securities Corp. in Alpharetta, GA and has over 26 years of experience in the finance industry.
James Byers (CRD# 4497640) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry. James Byers 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.
Joshua Byrne (CRD# 5614201) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alpharetta, GA and has over 15 years of experience in the finance industry.
Brandon Cable (CRD# 3054620) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 13 years of experience in the finance industry.
Willie Caldwell (CRD# 2097325) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alpharetta, GA and has over 33 years of experience in the finance industry.
Thomas Campbell (CRD# 5389100) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 16 years of experience in the finance industry.
Brent Capehart (CRD# 5781261) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Alpharetta, GA and has over 13 years of experience in the finance industry.
Lauren Carney (CRD# 4980338) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 18 years of experience in the finance industry.