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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
Ryan Mason (CRD# 6648373) is an Investment Advisor Representative working at Mason Wealth Strategies in Cumming, GA and has over 8 years of experience in the finance industry.
Deborah Matz (CRD# 2998188) is an Investment Advisor Representative working at Design Life's Journey, LLC in Dawsonville, GA and has over 10 years of experience in the finance industry.
Luke McCord (CRD# 7030031) is an Investment Advisor Representative working at Greenway Financial Planning, LLC in Cumming, GA and has over 7 years of experience in the finance industry. Luke McCord 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.
Kimberly McDonald (CRD# 4051048) is an Investment Advisor Representative working at Morgan Stanley in Gainesville, GA and has over 23 years of experience in the finance industry.
Matthew McGrath (CRD# 5838008) is an Investment Advisor Representative working at Edward Jones in Dawsonville, GA and has over 13 years of experience in the finance industry.
Betty Merck (CRD# 1284535) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Gainesville, GA and has over 31 years of experience in the finance industry.
Anthony Miller (CRD# 2259836) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Gainesville, GA and has over 26 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.
David Moore (CRD# 804507) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cumming, GA and has over 40 years of experience in the finance industry.
Robert Moore (CRD# 4573602) is an Investment Advisor Representative working at Lpl Financial LLC in Blairsville, GA and has over 21 years of experience in the finance industry.