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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
Aaron Plaisted (CRD# 3274310) is an Investment Advisor Representative working at Edward Jones in Toccoa, GA and has over 24 years of experience in the finance industry.
David Plaisted (CRD# 1064682) is an Investment Advisor Representative working at Edward Jones in Toccoa, GA and has over 41 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.
Russell Roush (CRD# 1824257) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gainesville, GA and has over 33 years of experience in the finance industry.
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.
Martin Sanchez (CRD# 7053447) is an Investment Advisor Representative working at Capital Investment Partners LLC in Gainesville, GA and has over 5 years of experience in the finance industry.
Verma Satterfield (CRD# 3174535) is an Investment Advisor Representative working at Edward Jones in Gainesville, GA and has over 25 years of experience in the finance industry.
Austin Schlieman (CRD# 5885041) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, GA and has over 11 years of experience in the finance industry.
Joshua Schlieman (CRD# 4546512) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, GA and has over 21 years of experience in the finance industry. Joshua Schlieman 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.
Tracy Scoggins (CRD# 2596549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, GA and has over 28 years of experience in the finance industry.