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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
Robert Masters (CRD# 5592851) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, GA and has over 15 years of experience in the finance industry.
Lyle Maurer (CRD# 6415914) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dalton, GA and has over 9 years of experience in the finance industry.
Donald McDonald (CRD# 2475170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rome, GA and has over 29 years of experience in the finance industry.
Glen Merritt (CRD# 4609939) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cartersville, GA and has over 21 years of experience in the finance industry. Glen Merritt 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.
Edward Moore (CRD# 3183961) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cartersville, GA and has over 25 years of experience in the finance industry.
William Morgan (CRD# 4956067) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 18 years of experience in the finance industry.
Sean Moriarty (CRD# 6863164) is an Investment Advisor Representative working at Edward Jones in Rome, GA and has over 6 years of experience in the finance industry.
Paul Moss (CRD# 858080) is an Investment Advisor Representative working at Lpl Financial LLC in Cartersville, GA and has over 39 years of experience in the finance industry. Paul Moss 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.
Daniel Motyl (CRD# 2957976) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 26 years of experience in the finance industry.
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