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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
Jerry Milam (CRD# 5001401) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cartersville, GA and has over 16 years of experience in the finance industry.
Jeffrey Moore (CRD# 7472747) is an Investment Advisor Representative working at Edward Jones in Cartersville, GA and has 1 year of experience in the finance industry.
Melissa Moss (CRD# 6447008) is an Investment Advisor Representative working at Lpl Financial LLC in Cartersville, GA and has over 3 years of experience in the finance industry.
Jonathan Scott (CRD# 7459836) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cartersville, GA and has over 2 years of experience in the finance industry.
Derek Strange (CRD# 7210388) is an Investment Advisor Representative working at Edward Jones in Cartersville, GA and has over 4 years of experience in the finance industry.
Joseph Thompson (CRD# 7326875) is an Investment Advisor Representative working at Lpl Financial LLC in Cartersville, GA and has over 3 years of experience in the finance industry.
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint...
Riley Stephenson (CRD# 5822473) is an Investment Advisor Representative working with the Decision Point Wealth Consulting team at UBS Financial Services Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.
Aaron Aberson (CRD# 5828415) is an Investment Advisor Representative working at Ajax Capital Advisors, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry.
Nathan Aberson (CRD# 5664472) is an Investment Advisor Representative working at Ajax Capital Advisors, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry. Nathan Aberson 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.