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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
Cary Smith (CRD# 1028352) is an Investment Advisor Representative working at Primerica Advisors in Gainesville, GA and has over 41 years of experience in the finance industry.
Michael Smith (CRD# 6677313) is an Investment Advisor Representative working at Kiker Wealth Management, LLC in Jasper, GA and has over 7 years of experience in the finance industry. Michael Smith 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.
Steven Smith (CRD# 2200772) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gainesville, GA and has over 32 years of experience in the finance industry.
William Stanton (CRD# 1577084) is an Investment Advisor Representative working at Lpl Financial LLC in Ball Ground, GA and has over 37 years of experience in the finance industry.
Andrew Stevenson (CRD# 6944867) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dawsonville, GA and has over 5 years of experience in the finance industry.
Carl Terzer (CRD# 1097365) is an Investment Advisor Representative working at Capvisor Associates, LLC in Dawsonville, GA and has over 24 years of experience in the finance industry.
Andrew Backer (CRD# 7153192) is an Investment Advisor Representative working at Edward Jones in Blairsville, GA and has over 4 years of experience in the finance industry.
Carla Boutin (CRD# 4581955) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dawsonville, GA and has over 21 years of experience in the finance industry.
Whitney Burch (CRD# 5857871) is an Investment Advisor Representative working at Lpl Financial LLC in Blairsville, GA and has over 12 years of experience in the finance industry.
Evan Davis (CRD# 7336121) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Dawsonville, GA and has over 3 years of experience in the finance industry.