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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
Louis Bernstein (CRD# 1907195) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 24 years of experience in the finance industry.
Purvi Bhavsar (CRD# 5100669) is an Investment Advisor Representative working at Mml Investors Services, LLC in Peachtree Corners, GA and has over 17 years of experience in the finance industry. Purvi Bhavsar 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.
Roderick Bishoff (CRD# 5060136) is an Investment Advisor Representative working at Lpl Financial LLC in Dawsonville, GA and has over 18 years of experience in the finance industry.
Jacob Bivens (CRD# 5462155) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 14 years of experience in the finance industry.
Jeffrey Blochowiak (CRD# 2235462) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 32 years of experience in the finance industry.
Brian Blough (CRD# 3011847) is an Investment Advisor Representative working at Edward Jones in Dacula, GA and has over 26 years of experience in the finance industry.
Heather Blount (CRD# 6993564) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flowery Branch, GA and has over 5 years of experience in the finance industry.
John Bolen (CRD# 2619938) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Suwanee, GA and has over 28 years of experience in the finance industry.
Clifford Bonds (CRD# 4787598) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Statham, GA and has over 20 years of experience in the finance industry.
Victor Borowsky (CRD# 4500142) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Peachtree Corners, GA and has over 22 years of experience in the finance industry.