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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
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.
Sonya Legg (CRD# 4278354) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lavonia, GA and has over 23 years of experience in the finance industry.
Christopher Leming (CRD# 6320384) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Flowery Branch, GA and has over 9 years of experience in the finance industry.
Charles Lewis (CRD# 4714985) is an Investment Advisor Representative working at Investment Planning Advisors in Oakwood, GA and has over 19 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.
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.
Mark McCannon (CRD# 4187909) is an Investment Advisor Representative working at Edward Jones in Commerce, GA and has over 23 years of experience in the finance industry.
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.
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.