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Distance Only Duluth, 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
Leeza Snyderman (CRD# 6894661) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 5 years of experience in the finance industry.
Mee Sook Sonu (CRD# 2037582) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Duluth, GA and has over 23 years of experience in the finance industry. Mee Sook Sonu 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.
Fredrick Standfield (CRD# 5322128) is an Investment Advisor Representative working at Lifewater Wealth Management in Duluth, GA and has over 17 years of experience in the finance industry. Fredrick Standfield 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.
James Stanhouse (CRD# 5672650) is an Investment Advisor Representative working at Stanhouse Financial Planning And Management, LLC in Duluth, GA and has over 15 years of experience in the finance industry.
Mary Starr (CRD# 1932459) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 27 years of experience in the finance industry.
Robert Szymanski (CRD# 1022144) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Duluth, GA and has over 42 years of experience in the finance industry. Robert Szymanski 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.
Wan Yin Tan (CRD# 6555406) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Duluth, GA and has over 8 years of experience in the finance industry.
Bryan Taylor (CRD# 2681836) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Duluth, GA and has over 28 years of experience in the finance industry.
Kevin Terrell (CRD# 2373294) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 12 years of experience in the finance industry.
Valvis Tinsley (CRD# 6331392) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 9 years of experience in the finance industry.