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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
Kevin Knitter (CRD# 6697721) is an Investment Advisor Representative working at First Command Advisory Services in Evans, GA and has over 7 years of experience in the finance industry.
Frederick Koppelmann (CRD# 2360487) is an Investment Advisor Representative working at Lpl Financial LLC in Evans, GA and has over 30 years of experience in the finance industry. Frederick Koppelmann 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.
James Lambert (CRD# 6368682) is an Investment Advisor Representative working at Edward Jones in Evans, GA and has over 9 years of experience in the finance industry.
James Maddox (CRD# 4162770) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Evans, GA and has over 23 years of experience in the finance industry.
Keenan Mann (CRD# 6617943) is an Investment Advisor Representative working at Mann Advisory Services, LLC in Evans, GA and has over 8 years of experience in the finance industry.
Victor Onate (CRD# 6517500) is an Investment Advisor Representative working at Prometheus Wealth Management, LLC in Evans, GA and has over 9 years of experience in the finance industry.
Jason Ross (CRD# 4823627) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Evans, GA and has over 19 years of experience in the finance industry. Jason Ross 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.
Susan Small (CRD# 5787777) is an Investment Advisor Representative working at Lpl Financial LLC in Evans, GA and has over 13 years of experience in the finance industry.
Marc Tuschen (CRD# 4615666) is an Investment Advisor Representative working at First Command Advisory Services in Evans, GA and has over 21 years of experience in the finance industry.
Heather Winner (CRD# 4656398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Evans, GA and has over 19 years of experience in the finance industry.