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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
Paul Connor (CRD# 5633645) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gainesville, GA and has over 6 years of experience in the finance industry.
Kimberly Fox Griffin (CRD# 2400404) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, GA and has over 30 years of experience in the finance industry.
Thomas Heinzel (CRD# 7679175) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, GA and has 1 year of experience in the finance industry.
Stephen Jackson (CRD# 7868882) is an Investment Advisor Representative working at Steward Advisors Group, LLC in Gainesville, GA and has 1 year of experience in the finance industry.
Brandon Koons (CRD# 7604552) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, GA and has 1 year of experience in the finance industry.
John Lewis (CRD# 6380582) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has over 9 years of experience in the finance industry.
Taj Manji (CRD# 7279395) is an Investment Advisor Representative working at Pearlridge Capital Management, LLC in Gainesville, GA and has over 3 years of experience in the finance industry.
Kaitlyn Mathis (CRD# 7115970) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, GA and has over 3 years of experience in the finance industry.
Deven Patel (CRD# 7574078) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, GA and has 1 year of experience in the finance industry.
Tracey Patton (CRD# 7148206) is an Investment Advisor Representative working at Willis Investment Counsel Inc. in Gainesville, GA and has 1 year of experience in the finance industry.