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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
Judson Mallard (CRD# 2066913) is an Investment Advisor Representative working at Vision Financial Concepts in Athens, GA and has over 33 years of experience in the finance industry. Judson Mallard 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.
Kristen Manweiler (CRD# 6996935) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 5 years of experience in the finance industry. Kristen Manweiler 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.
Tia Marrano (CRD# 4081006) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, GA and has over 23 years of experience in the finance industry.
Patrick McCabe (CRD# 6151931) is an Investment Advisor Representative working at Edward Jones in Athens, GA and has over 10 years of experience in the finance industry.
Christopher Michalek (CRD# 2753776) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, GA and has over 23 years of experience in the finance industry.
James Middleton (CRD# 5624164) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry.
Karen Miley (CRD# 4243435) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Athens, GA and has over 23 years of experience in the finance industry. Karen Miley 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.
Mark Mitchell (CRD# 2217342) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Athens, GA and has over 32 years of experience in the finance industry.
Patrick Mitchell (CRD# 2253375) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Athens, GA and has over 31 years of experience in the finance industry.
Daniel Mosseri (CRD# 5997001) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 9 years of experience in the finance industry.