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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
Justin Owens (CRD# 5214058) is an Investment Advisor Representative working at Horizon Advisors, LLC in Rome, GA and has over 14 years of experience in the finance industry. Justin Owens 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.
Tyler Owens (CRD# 5552341) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rome, GA and has over 10 years of experience in the finance industry.
Saverio Paglioni (CRD# 2437935) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Cartersville, GA and has over 29 years of experience in the finance industry.
Brian Parker (CRD# 4280596) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 14 years of experience in the finance industry. Brian Parker 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.
Gregory Patton (CRD# 5984634) is an Investment Advisor Representative working at Lpl Financial LLC in Cartersville, GA and has over 12 years of experience in the finance industry.
Allen Petway (CRD# 1132228) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dalton, GA and has over 40 years of experience in the finance industry. Allen Petway 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.
Sara Pierce (CRD# 1086725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dalton, GA and has over 41 years of experience in the finance industry. Sara Pierce 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.
Moise Piram (CRD# 4807043) is an Investment Advisor Representative working at Asset Management Group in Cartersville, GA and has over 17 years of experience in the finance industry.
Scott Porter (CRD# 4502249) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 22 years of experience in the finance industry. Scott Porter 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.
Jeffrey Rickett (CRD# 2572822) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 29 years of experience in the finance industry. Jeffrey Rickett 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.