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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
Daniel Mosseri (CRD# 5997001) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 9 years of experience in the finance industry.
Matthew Murphy (CRD# 5042532) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clemson, SC and has over 18 years of experience in the finance industry.
Jeffrey Nesseth (CRD# 1983482) is an Investment Advisor Representative working at Independent Financial Group, LLC in Seneca, SC and has over 34 years of experience in the finance industry.
Jennifer Osgood (CRD# 5236771) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 16 years of experience in the finance industry.
Meg Parker (CRD# 4568101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 21 years of experience in the finance industry.
Michael Patterson (CRD# 5695855) is an Investment Advisor Representative working at Avantax Advisory Services in Anderson, SC and has over 14 years of experience in the finance industry.
Michele Pearson Tucker (CRD# 6399887) is an Investment Advisor Representative working at Edward Jones in Athens, GA and has over 9 years of experience in the finance industry.
William Pitts (CRD# 5089968) is an Investment Advisor Representative working at Edward Jones in Anderson, SC and has over 18 years of experience in the finance industry.
Aaron Plaisted (CRD# 3274310) is an Investment Advisor Representative working at Edward Jones in Toccoa, GA and has over 24 years of experience in the finance industry.
David Plaisted (CRD# 1064682) is an Investment Advisor Representative working at Edward Jones in Toccoa, GA and has over 41 years of experience in the finance industry.