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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
Russell Carlson (CRD# 2876261) is an Investment Advisor Representative working at Aria Wealth Management in Dunwoody, GA and has over 26 years of experience in the finance industry.
Jeffrey Chasman (CRD# 4092290) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dunwoody, GA and has over 23 years of experience in the finance industry.
Prashanth Chintanapalli (CRD# 4270461) is an Investment Advisor Representative working at Src Wealth Advisors LLC in Dunwoody, GA and has over 20 years of experience in the finance industry.
Marc Frost (CRD# 1212791) is an Investment Advisor Representative working at World Equity Group, Inc. in Dunwoody, GA and has over 40 years of experience in the finance industry.
Nelson Gary (CRD# 218494) is an Investment Advisor Representative working at Leechgary Asset Management LLC in Dunwoody, GA and has over 42 years of experience in the finance industry.
Jennifer Howard (CRD# 5347881) is an Investment Advisor Representative working at Edward Jones in Dunwoody, GA and has over 16 years of experience in the finance industry.
Joel Lorden (CRD# 4132636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dunwoody, GA and has over 24 years of experience in the finance industry. Joel Lorden 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.
Adam Mayer (CRD# 3198703) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Dunwoody, GA and has over 24 years of experience in the finance industry.
James McGeehan (CRD# 5743682) is an Investment Advisor Representative working at Ensure Capital LLC in Dunwoody, GA and has over 14 years of experience in the finance industry.
Mitchell Melan (CRD# 2507092) is an Investment Advisor Representative working at Lincoln Investment in Dunwoody, GA and has over 29 years of experience in the finance industry.