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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
Patrick Mitchell (CRD# 2253375) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Athens, GA and has over 31 years of experience in the finance industry.
James Neves (CRD# 6879348) is an Investment Advisor Representative working at Edward Jones in Athens, GA and has over 6 years of experience in the finance industry.
Jonathan North (CRD# 6210902) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 10 years of experience in the finance industry.
Sean O Connell (CRD# 5728497) is an Investment Advisor Representative working at Primerica Advisors in Watkinsville, GA and has over 14 years of experience in the finance industry.
Lance Palmer (CRD# 5862489) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has 1 year of experience in the finance industry. Lance Palmer 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.
Louis Pappas (CRD# 5032986) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 18 years of experience in the finance industry. Louis Pappas 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 Pierson (CRD# 5809062) is an Investment Advisor Representative working at Blueprint Financial Strategies, LLC in Eatonton, GA and has over 13 years of experience in the finance industry.
James Rainey (CRD# 370289) is an Investment Advisor Representative working at Lpl Financial LLC in Watkinsville, GA and has over 40 years of experience in the finance industry.
Kayli Rante (CRD# 6411280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 8 years of experience in the finance industry.
Jack Reilley (CRD# 6232579) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 10 years of experience in the finance industry. Jack Reilley 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.