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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
Victor Onate (CRD# 6517500) is an Investment Advisor Representative working at Prometheus Wealth Management, LLC in Evans, GA and has over 9 years of experience in the finance industry.
David Palkovitz (CRD# 6225465) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Augusta, GA and has over 9 years of experience in the finance industry. David Palkovitz 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.
John Phelan (CRD# 2368301) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Augusta, GA and has over 30 years of experience in the finance industry.
Thomas Powers (CRD# 3006200) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 26 years of experience in the finance industry. Thomas Powers 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.
Justin Preissler (CRD# 3263522) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Augusta, GA and has over 24 years of experience in the finance industry.
Lacey Price (CRD# 6333390) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 8 years of experience in the finance industry.
Eulon Purvis (CRD# 2187545) is an Investment Advisor Representative working at Purvis Investments, Inc. in Martinez, GA and has over 32 years of experience in the finance industry.
Clayton Quamme (CRD# 6025155) is an Investment Advisor Representative working at Ap Wealth Management in Augusta, GA and has over 12 years of experience in the finance industry. Clayton Quamme 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.
Carla Register (CRD# 1350163) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Augusta, GA and has over 31 years of experience in the finance industry.
Jason Renner (CRD# 5644014) is an Investment Advisor Representative working at Rossby Financial, LLC in Augusta, GA and has over 12 years of experience in the finance industry.