-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kathryn Massoni (CRD# 6720137) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Duluth, GA and has over 7 years of experience in the finance industry.
Anthony Maxwell (CRD# 1827833) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 35 years of experience in the finance industry.
Christopher Mays (CRD# 5002478) is an Investment Advisor Representative working at Edward Jones in Duluth, GA and has over 18 years of experience in the finance industry.
Dustin McArthur (CRD# 4282701) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Duluth, GA and has over 23 years of experience in the finance industry. Dustin McArthur 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.
Warren McClellan (CRD# 4443200) is an Investment Advisor Representative working at Prudential Financial Planning Services in Duluth, GA and has over 22 years of experience in the finance industry.
Jacob McKelvey (CRD# 5288433) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, GA and has over 17 years of experience in the finance industry. Jacob McKelvey 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.
Deborah Miller (CRD# 3036949) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 13 years of experience in the finance industry.
Frederick Minot (CRD# 4410529) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 19 years of experience in the finance industry.
Ruth Mixon (CRD# 2038851) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 23 years of experience in the finance industry.
Gordon Moore (CRD# 2811738) is an Investment Advisor Representative working at Moore & Shirley Financial Planning in Duluth, GA and has over 27 years of experience in the finance industry. Gordon Moore 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.