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Distance Only Cumming, GA
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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
Laurence Rothstein (CRD# 4591152) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cumming, GA and has over 21 years of experience in the finance industry.
Thomas Ryan (CRD# 4911395) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cumming, GA and has over 18 years of experience in the finance industry. Thomas Ryan 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.
William Saville (CRD# 6815235) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Cumming, GA and has 1 year of experience in the finance industry. William Saville 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.
Jeffrey Seiter (CRD# 6849883) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Cumming, GA and has over 5 years of experience in the finance industry.
April Sheldon (CRD# 5019259) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cumming, GA and has over 16 years of experience in the finance industry.
John Sicner (CRD# 4647802) is an Investment Advisor Representative working at Sicner Asset Management, LLC in Cumming, GA and has 1 year of experience in the finance industry.
Russell Smith (CRD# 5780740) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cumming, GA and has over 13 years of experience in the finance industry.
Deborah Thomas (CRD# 4183843) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumming, GA and has over 23 years of experience in the finance industry.
Alan Thompson (CRD# 5203183) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cumming, GA and has over 17 years of experience in the finance industry.
Frederick Vanpatten (CRD# 1204070) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cumming, GA and has over 38 years of experience in the finance industry.