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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
Edward Lane (CRD# 1955097) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lawrenceville, GA and has over 29 years of experience in the finance industry.
Angela Mario (CRD# 5029185) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lawrenceville, GA and has over 18 years of experience in the finance industry.
Ronald Mims (CRD# 1945590) is an Investment Advisor Representative working at Primerica Advisors in Lawrenceville, GA and has over 34 years of experience in the finance industry.
Patrick Moore (CRD# 6556059) is an Investment Advisor Representative working at Oneseven in Lawrenceville, GA and has over 8 years of experience in the finance industry. Patrick Moore 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.
Wendy Moy (CRD# 1032593) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lawrenceville, GA and has over 41 years of experience in the finance industry.
Samuel Richmond (CRD# 5742490) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrenceville, GA and has over 14 years of experience in the finance industry. Samuel Richmond 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.
Kenneth Shipp (CRD# 5631206) is an Investment Advisor Representative working at Edward Jones in Lawrenceville, GA and has over 15 years of experience in the finance industry.
Michael Sullivan (CRD# 5555596) is an Investment Advisor Representative working at Edward Jones in Lawrenceville, GA and has over 15 years of experience in the finance industry.
Tri Truong (CRD# 6760067) is an Investment Advisor Representative working at Elite Wealthcare LLC in Lawrenceville, GA and has over 6 years of experience in the finance industry.
Terra Winter (CRD# 4286127) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrenceville, GA and has over 22 years of experience in the finance industry.