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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
Bennett Yort (CRD# 2482785) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 29 years of experience in the finance industry.
William Zealy (CRD# 1246914) 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.
Patrick Douglas (CRD# 1574804) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, GA and has over 37 years of experience in the finance industry.
William Abolghassem (CRD# 6659776) is an Investment Advisor Representative working at Firethorn Wealth Partners, LLC in Augusta, GA and has over 3 years of experience in the finance industry.
Joshua Baker (CRD# 7661166) is an Investment Advisor Representative working at Wynn Capital in Augusta, GA and has 1 year of experience in the finance industry.
Allison Barksdale (CRD# 2696867) is an Investment Advisor Representative working at Morgan Stanley in Augusta, GA and has over 23 years of experience in the finance industry.
Nicholas Bertelli (CRD# 7644297) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Augusta, GA and has 1 year of experience in the finance industry.
Benjamin Braxton (CRD# 7348173) is an Investment Advisor Representative working at Asset Advisors in Augusta, GA and has 1 year of experience in the finance industry.
Troy Breitmann (CRD# 7808533) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has 1 year of experience in the finance industry. Troy Breitmann 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.
Katie Edmonds (CRD# 6652856) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, GA and has over 3 years of experience in the finance industry.