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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
Charles Brocato (CRD# 5762605) is an Investment Advisor Representative working at Nfp Retirement Inc. in Fortson, GA and has over 13 years of experience in the finance industry.
Jeffrey Adams (CRD# 2369218) is an Investment Advisor Representative working at Greatmark Investment Partners, Inc. in Columbus, GA and has over 30 years of experience in the finance industry. Jeffrey Adams 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.
Timothy Aja (CRD# 4443823) is an Investment Advisor Representative working at Aja Financial LLC in Opelika, AL and has over 5 years of experience in the finance industry.
Brian Alford (CRD# 2217267) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 31 years of experience in the finance industry.
Stephanie Ames (CRD# 4313265) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 23 years of experience in the finance industry.
Dan Anderson (CRD# 2149513) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Columbus, GA and has over 29 years of experience in the finance industry.
Zachary Avery (CRD# 5425494) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbus, GA and has over 16 years of experience in the finance industry.
Tobin Ayers (CRD# 4723375) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Opelika, AL and has over 20 years of experience in the finance industry.
Blake Bourne (CRD# 5809837) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 13 years of experience in the finance industry.
Martin Branch (CRD# 4048463) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Opelika, AL and has over 24 years of experience in the finance industry.