Jeffrey Riblet (CRD# 2348964) is an Investment Advisor Representative working at Asset Protection Group, LLC in Ellijay, GA and has over 30 years of experience in the finance industry. Jeffrey Riblet 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.
CRD# 4751186
Kiker Wealth Management, LLC
CRD# 5405239
Michael L. Ball, Cpa, LLC
CRD# 6218121
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Protection Group, LLC | Ellijay, GA | Oct 2010 - Current | 13 |
| Invest Financial Corporation | Tampa, FL | Jul 2009 - Current | 14 |
| Unitied Community Bank | Blue Ridge , GA | Jun 2003 - Current | 20 |
| United Commuity Insurance Services | Blue Ridge, GA | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management7MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$182,500
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
GA
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