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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
Lonnie Jones (CRD# 4242779) is an Investment Advisor Representative working at Edward Jones in Ringgold, GA and has over 23 years of experience in the finance industry.
Bryan Kelly (CRD# 4492741) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Chattanooga, TN and has over 22 years of experience in the finance industry. Bryan Kelly 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.
Kevin Laman (CRD# 5170111) is an Investment Advisor Representative working at Lattice Wealth Advisors in Chattanooga, TN and has over 16 years of experience in the finance industry. Kevin Laman 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.
Michael Ledford (CRD# 1019043) is an Investment Advisor Representative working at On Investment Management Co in Chattanooga, TN and has over 41 years of experience in the finance industry.
Robert Looney (CRD# 6092028) is an Investment Advisor Representative working at Edward Jones in Chickamauga, GA and has over 11 years of experience in the finance industry.
Adrian Lyles (CRD# 5889785) is an Investment Advisor Representative working at Lyles Wealth Management LLC in Calhoun, GA and has over 13 years of experience in the finance industry.
James Mathews (CRD# 4146073) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 23 years of experience in the finance industry.
Ronald Mc Kelvy (CRD# 2394751) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ringgold, GA and has over 30 years of experience in the finance industry.
Taylor McBee (CRD# 6035455) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calhoun, GA and has over 11 years of experience in the finance industry.
Lisa McCanless (CRD# 5367200) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has 1 year of experience in the finance industry. Lisa McCanless 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.