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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
Lisa Steppe (CRD# 1674187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, GA and has over 32 years of experience in the finance industry.
George Swift (CRD# 3272223) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 24 years of experience in the finance industry.
Richard Swift (CRD# 3082572) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 25 years of experience in the finance industry.
Brice Thompson (CRD# 4089166) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbus, GA and has over 24 years of experience in the finance industry.
Dennis Thompson (CRD# 2990628) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, GA and has over 26 years of experience in the finance industry.
Richard Toelle (CRD# 3131837) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, GA and has over 25 years of experience in the finance industry. Richard Toelle 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 Townsend (CRD# 5475721) is an Investment Advisor Representative working at Townsend Wealth Management in Columbus, GA and has over 16 years of experience in the finance industry. Tyler Townsend 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.
Burnett Townsend, Jr (CRD# 4651077) is an Investment Advisor Representative working at Townsend Wealth Management in Columbus, GA and has over 22 years of experience in the finance industry. Burnett Townsend, Jr 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.
Wade Turner (CRD# 2494378) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Columbus, GA and has over 29 years of experience in the finance industry.
Robert Varner (CRD# 2192715) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 32 years of experience in the finance industry.