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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
Harry Arrowood (CRD# 1952919) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, GA and has over 26 years of experience in the finance industry. Harry Arrowood 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.
Brandon Courson (CRD# 6342435) is an Investment Advisor Representative working at Edward Jones in Dallas, GA and has over 3 years of experience in the finance industry.
James Hale (CRD# 3226327) is an Investment Advisor Representative working at Edward Jones in Dallas, GA and has over 18 years of experience in the finance industry.
Andrea Leota (CRD# 5747535) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dallas, GA and has over 7 years of experience in the finance industry.
Jeffrey Moore (CRD# 6798086) is an Investment Advisor Representative working at Edward Jones in Dallas, GA and has 1 year of experience in the finance industry.
A fee-only Management Consulting, Investment Advisory, and Financial Planning firm
- Tax & Business Planning
- Management & leadership Consulting
- Financial, Estate, Tax, & Wealth Management
- Retirement Plan Design, Implementation, & Administration
Whether providing advice regarding tax, investments & wealth management, business structure & strategy, or retirement plan design ...
NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice
Matthew Fassnacht (CRD# 5935670) is an Investment Advisor Representative working at Meridian Investment Partners in Atlanta, GA and has over 15 years of experience in the finance industry.
Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (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 putclients' interests first and comply with the Financial Planning Practice Standards. Curtis has 13 years of...