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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
Zachary Gerrells (CRD# 7490144) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Dawsonville, GA and has 1 year of experience in the finance industry.
Virginia Griffith (CRD# 4929681) is an Investment Advisor Representative working at Esi Financial Advisors in Jasper, GA and has over 5 years of experience in the finance industry. Virginia Griffith 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.
William Hearn (CRD# 7213678) is an Investment Advisor Representative working at Edward Jones in Marble Hill, GA and has over 3 years of experience in the finance industry.
Jason Hoppa (CRD# 7281047) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chatsworth, GA and has 1 year of experience in the finance industry.
William Horne (CRD# 6058322) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jasper, GA and has over 11 years of experience in the finance industry.
Michelle Koneman (CRD# 7411797) is an Investment Advisor Representative working at Avantax Advisory Services in Chatsworth, GA and has 1 year of experience in the finance industry.
Alexander Neal (CRD# 6915879) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Ridge, GA and has over 5 years of experience in the finance industry.
Trevor Neufeld (CRD# 7242224) is an Investment Advisor Representative working at Harbour Investments, Inc. in Blairsville, GA and has over 4 years of experience in the finance industry.
Andrea Tallent (CRD# 7212574) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dawsonville, GA and has over 3 years of experience in the finance industry.
Travis Terzer (CRD# 7286258) is an Investment Advisor Representative working at Capvisor Associates, LLC in Dawsonville, GA and has over 2 years of experience in the finance industry.