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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
Shelly Horwitz (CRD# 4101551) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Johns Creek, GA and has over 23 years of experience in the finance industry.
Sean Kelley (CRD# 5970856) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 12 years of experience in the finance industry.
Paul Kindzia (CRD# 4392063) is an Investment Advisor Representative working at Kindzia Investments in Johns Creek, GA and has over 22 years of experience in the finance industry. Paul Kindzia 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.
Stephen Koehler (CRD# 6320356) is an Investment Advisor Representative working at Next Financial Group, Inc. in Johns Creek, GA and has over 9 years of experience in the finance industry.
David Kroll (CRD# 1993902) is an Investment Advisor Representative working at Prudential Financial Planning Services in Johns Creek, GA and has over 34 years of experience in the finance industry.
Damon Ladd-Thomas (CRD# 3137568) is an Investment Advisor Representative working at Next Financial Group, Inc. in Johns Creek, GA and has over 20 years of experience in the finance industry.
James Loftin (CRD# 4059549) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 24 years of experience in the finance industry. James Loftin 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.
Brian McGill (CRD# 5112081) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Johns Creek, GA and has over 17 years of experience in the finance industry. Brian McGill 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.
James Mirabile (CRD# 4854718) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 19 years of experience in the finance industry.
A. Mirza (CRD# 3130194) is an Investment Advisor Representative working at Avantax Advisory Services in Johns Creek, GA and has over 25 years of experience in the finance industry.