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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
Mitchell Oliver (CRD# 5533558) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Dalton, GA and has over 15 years of experience in the finance industry.
Virginia Owens (CRD# 5055157) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cleveland, TN and has over 13 years of experience in the finance industry.
Amanda Payne (CRD# 3208339) is an Investment Advisor Representative working at Edward Jones in Blue Ridge, GA and has over 15 years of experience in the finance industry.
Benjamin Payne (CRD# 6197720) is an Investment Advisor Representative working at Edward Jones in Cleveland, TN and has over 10 years of experience in the finance industry.
Allen Petway (CRD# 1132228) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dalton, GA and has over 40 years of experience in the finance industry. Allen Petway 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.
Sara Pierce (CRD# 1086725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dalton, GA and has over 41 years of experience in the finance industry. Sara Pierce 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.
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.
Christopher Robinson (CRD# 6978400) is an Investment Advisor Representative working at Edward Jones in Cleveland, TN and has over 5 years of experience in the finance industry.
Clifford Shirah (CRD# 2767896) is an Investment Advisor Representative working at Cl Wealth Management LLC in Blue Ridge, GA and has over 27 years of experience in the finance industry.
Trevor Smith (CRD# 4316640) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Cleveland, TN and has over 23 years of experience in the finance industry.