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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
Anthony Bondoch (CRD# 4225301) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry. Anthony Bondoch 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.
Renee Borchardt (CRD# 5188111) is an Investment Advisor Representative working at Commonwealth Financial Network in Peachtree City, GA and has over 17 years of experience in the finance industry. Renee Borchardt 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.
Sherry Boulay (CRD# 4501052) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry. Sherry Boulay 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.
Sabrina Bowens-Richard (CRD# 2780676) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Winfred Boyce (CRD# 5285773) is an Investment Advisor Representative working at Mma Securities LLC in Fairburn, GA and has over 17 years of experience in the finance industry. Winfred Boyce 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.
Charles Boyd (CRD# 3227603) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peachtree City, GA and has over 24 years of experience in the finance industry.
Montague Boyd (CRD# 845934) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Atlanta, GA and has over 44 years of experience in the finance industry. Montague Boyd 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.
Matthew Bracewell (CRD# 5297858) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 12 years of experience in the finance industry. Matthew Bracewell 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.
Raymond Branton (CRD# 4023189) is an Investment Advisor Representative working at Lifetime Strategies, LLC in Griffin, GA and has over 24 years of experience in the finance industry. Raymond Branton 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.
Chris Breeden (CRD# 2716610) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Peachtree City, GA and has over 6 years of experience in the finance industry.