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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
Kerri Davis (CRD# 5029144) is an Investment Advisor Representative working at Lpl Financial LLC in Cleveland, GA and has over 17 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.
Christopher Greene (CRD# 4987367) is an Investment Advisor Representative working at Lpl Financial LLC in Cleveland, GA and has over 18 years of experience in the finance industry. Christopher Greene 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.
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.
Michael Hamby (CRD# 3226332) is an Investment Advisor Representative working at Edward Jones in Blue Ridge, GA and has over 24 years of experience in the finance industry.
Augustus Hames (CRD# 4664386) is an Investment Advisor Representative working at Bfc Planning, Inc. in Clarkesville, GA and has over 20 years of experience in the finance industry.
Heather Hoch (CRD# 6904196) is an Investment Advisor Representative working at Ifg Advisory, LLC in Dahlonega, GA and has over 6 years of experience in the finance industry.
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.
Matthew Johnson (CRD# 6833050) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Blue Ridge, GA and has over 6 years of experience in the finance industry. Matthew Johnson 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.