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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
Deborah Lewis (CRD# 1536877) is an Investment Advisor Representative working at Triad Advisors, LLC in Blue Ridge, GA and has over 37 years of experience in the finance industry. Deborah Lewis 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.
Lynn Marston (CRD# 5328417) is an Investment Advisor Representative working at Lpl Financial LLC in Murphy, NC and has over 6 years of experience in the finance industry.
Matthew Mixon (CRD# 3017291) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clarkesville, GA and has over 23 years of experience in the finance industry.
Amanda Payne (CRD# 3208339) is an Investment Advisor Representative working at Edward Jones in Blue Ridge, GA and has over 15 years of experience in the finance industry.
Zachary Phillips (CRD# 6313404) is an Investment Advisor Representative working at Lvz, Inc. in Clarkesville, GA and has over 8 years of experience in the finance industry.
Neil Reems (CRD# 5487384) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleveland, GA and has over 14 years of experience in the finance industry.
Jeffrey Riblet (CRD# 2348964) is an Investment Advisor Representative working at Asset Protection Group, LLC in Ellijay, GA and has over 30 years of experience in the finance industry. Jeffrey Riblet 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.
Richard Russillo (CRD# 2375684) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Toccoa, GA and has over 30 years of experience in the finance industry.
Clifford Shirah (CRD# 2767896) is an Investment Advisor Representative working at Cl Wealth Management LLC in Blue Ridge, GA and has over 27 years of experience in the finance industry.
Charles Spence (CRD# 5416485) is an Investment Advisor Representative working at Edward Jones in Murphy, NC and has over 16 years of experience in the finance industry.