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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
Ted Phillips (CRD# 1365032) is an Investment Advisor Representative working at Lvz, Inc. in Stockbridge, GA and has over 39 years of experience in the finance industry.
Patrick Plunkett (CRD# 5974375) is an Investment Advisor Representative working at Captrust in Stockbridge, GA and has over 11 years of experience in the finance industry. Patrick Plunkett 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.
Myra Poole (CRD# 2808730) is an Investment Advisor Representative working at Edward Jones in Stockbridge, GA and has over 27 years of experience in the finance industry.
Latavius Powell (CRD# 5074848) is an Investment Advisor Representative working at Csg Wealth Management in Mcdonough, GA and has over 18 years of experience in the finance industry.
Richard Prevatt (CRD# 3028190) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hampton, GA and has over 23 years of experience in the finance industry.
Charles Pyke (CRD# 3194050) is an Investment Advisor Representative working at Captrust in Stockbridge, GA and has over 24 years of experience in the finance industry.
Barry Rawls (CRD# 2454385) is an Investment Advisor Representative working at Lincoln Investment in Atlanta, GA and has over 30 years of experience in the finance industry.
Mark Reagan (CRD# 6655537) is an Investment Advisor Representative working at Reagan Financial Planning LLC in Oxford, GA and has over 7 years of experience in the finance industry.
John Redfearn (CRD# 2771876) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Stockbridge, GA and has over 27 years of experience in the finance industry. John Redfearn 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.
Peyton Riley (CRD# 2314715) is an Investment Advisor Representative working at Dyche Wealth Management, Inc. in Fayetteville, GA and has over 31 years of experience in the finance industry.