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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
Dixie Morgan (CRD# 7604536) is an Investment Advisor Representative working at Credit Union Investment Services in Andrews, NC and has 1 year of experience in the finance industry.
Robert Anderson (CRD# 2355813) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hiawassee, GA and has over 30 years of experience in the finance industry.
James Brown (CRD# 1861296) is an Investment Advisor Representative working at Edward Jones in Blairsville, GA and has over 21 years of experience in the finance industry.
Scott Carter (CRD# 2082750) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Blairsville, GA and has over 31 years of experience in the finance industry.
John Day (CRD# 3063323) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Blairsville, GA and has over 25 years of experience in the finance industry.
Melissa Ekeberg (CRD# 4446532) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Blairsville, GA and has over 20 years of experience in the finance industry.
Sheila Engleman (CRD# 3007664) is an Investment Advisor Representative working at Lpl Financial LLC in Murphy, NC and has over 26 years of experience in the finance industry.
Ana Fonseca (CRD# 1751963) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Hiawassee, GA and has over 11 years of experience in the finance industry.
Joseph Grimsley (CRD# 6104585) is an Investment Advisor Representative working at Lpl Financial LLC in Hiawassee, GA and has over 10 years of experience in the finance industry. Joseph Grimsley 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.
Barbara Horton (CRD# 5390854) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Murphy, NC and has over 16 years of experience in the finance industry.