-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
William Casterlin (CRD# 4071097) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Pooler, GA and has over 24 years of experience in the finance industry.
Theresa Palmer (CRD# 3124959) is an Investment Advisor Representative working at Edward Jones in Pooler, GA and has over 16 years of experience in the finance industry.
Justin Parker (CRD# 6443768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pooler, GA and has over 7 years of experience in the finance industry.
Veronica Voisine (CRD# 5542265) is an Investment Advisor Representative working at Edward Jones in Pooler, GA and has over 11 years of experience in the finance industry.
Vicki Valdez (CRD# 2674969) is an Investment Advisor Representative working at Edward Jones in Pooler, GA and has over 28 years of experience in the finance industry.
Mark Allen (CRD# 2410852) is an Investment Advisor Representative working at Bull Street Advisors in Savannah, GA and has over 24 years of experience in the finance industry. Mark Allen 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.
Edward Ambrose (CRD# 5979110) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 12 years of experience in the finance industry.
Matthew Amman (CRD# 5932963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Savannah, GA and has over 12 years of experience in the finance industry.
James Aronson (CRD# 1760174) is an Investment Advisor Representative working at Aronson Asset Management, Inc. in Savannah, GA and has over 35 years of experience in the finance industry.
Lori Aronson (CRD# 4651887) is an Investment Advisor Representative working at Aronson Asset Management, Inc. in Savannah, GA and has over 24 years of experience in the finance industry.