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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
Lee Baker (CRD# 2310397) is an Investment Advisor Representative working at Claris Financial Advisors, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry. Lee Baker 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.
Rick Baker (CRD# 2106010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 33 years of experience in the finance industry.
Wallace Baker (CRD# 4177575) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.
William Baker (CRD# 2265537) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry.
Kent Balch (CRD# 2553332) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.
Rufus Baldwin (CRD# 5159533) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Rufus Baldwin 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.
Richard Ballou (CRD# 1572301) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Atlanta, GA and has over 36 years of experience in the finance industry.
Roger Baloucoune (CRD# 2973346) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 21 years of experience in the finance industry.
Frances Bandyke (CRD# 4640427) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Atlanta, GA and has over 18 years of experience in the finance industry.
Burton Banks (CRD# 2969141) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlanta, GA and has over 26 years of experience in the finance industry. Burton Banks 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.