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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
Derrick Merck (CRD# 4272124) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Augusta, GA and has over 5 years of experience in the finance industry.
Albert Miller (CRD# 2216456) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, GA and has over 32 years of experience in the finance industry.
Jason Neal (CRD# 4580218) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 21 years of experience in the finance industry. Jason Neal 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.
Shannon Neal (CRD# 3161893) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 25 years of experience in the finance industry. Shannon Neal 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.
Thomas Norris (CRD# 1708978) is an Investment Advisor Representative working at Prudential Financial Planning Services in Augusta, GA and has over 36 years of experience in the finance industry.
James Norvell (CRD# 2056118) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Augusta, GA and has over 33 years of experience in the finance industry.
Thomas O'gorman (CRD# 6486292) is an Investment Advisor Representative working at Ap Wealth Management in Augusta, GA and has over 8 years of experience in the finance industry.
Brian O'shea (CRD# 4771303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 20 years of experience in the finance industry.
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.
Gerry Owen (CRD# 6747843) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Aiken, SC and has over 7 years of experience in the finance industry.