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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
Jay D'meza (CRD# 1735817) is an Investment Advisor Representative working at Wells Fargo Advisors in Alpharetta, GA and has over 36 years of experience in the finance industry.
Patrick Dailey (CRD# 4298837) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Alpharetta, GA and has over 23 years of experience in the finance industry. Patrick Dailey 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.
Paul Damm (CRD# 3093576) is an Investment Advisor Representative working at Mrp Capital Investments, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
Marc Daner (CRD# 1333477) is an Investment Advisor Representative working at Daner Wealth Management, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry. Marc Daner 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 Daniel (CRD# 4567065) is an Investment Advisor Representative working at The Advisory Firm in Alpharetta, GA and has over 21 years of experience in the finance industry. James Daniel 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.
Aaron Das (CRD# 5933110) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Apharetta, GA and has over 12 years of experience in the finance industry.
Jason Daugherty (CRD# 4267059) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 23 years of experience in the finance industry.
Carroll Davenport (CRD# 863746) is an Investment Advisor Representative working at Tcm in Atlanta, GA and has over 40 years of experience in the finance industry.
Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 25 years of experience in the finance industry. Beau Davis 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.
Dominique Davis (CRD# 2965551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Alpharetta, GA and has over 26 years of experience in the finance industry.