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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
Randall Leblanc (CRD# 4071364) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clarkesville, GA and has over 23 years of experience in the finance industry.
Kelly Lee (CRD# 4828395) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, GA and has over 19 years of experience in the finance industry. Kelly Lee 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.
Jacob Lieberman (CRD# 6385901) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Cumming, GA and has over 9 years of experience in the finance industry.
John Lilly (CRD# 2274928) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, GA and has over 31 years of experience in the finance industry.
Larry Lyons (CRD# 2856522) is an Investment Advisor Representative working at Transce3nd LLC in Cumming, GA and has over 27 years of experience in the finance industry.
Oleg Malyshev (CRD# 6769599) is an Investment Advisor Representative working at Edward Jones in Blairsville, GA and has over 6 years of experience in the finance industry.
Kristian Martin (CRD# 6553063) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gainesville, GA and has over 8 years of experience in the finance industry.
Miguel Martinez (CRD# 5192234) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Cumming, GA and has over 17 years of experience in the finance industry. Miguel Martinez 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.
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.