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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
David Bell (CRD# 4234206) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Monroe, GA and has over 23 years of experience in the finance industry.
Moreland Bell (CRD# 2134428) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, GA and has over 33 years of experience in the finance industry.
Hameeda Bello (CRD# 5757366) is an Investment Advisor Representative working at Primerica Advisors in Lawrenceville, GA and has over 13 years of experience in the finance industry.
Jaime Benedetti (CRD# 4524413) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry. Jaime Benedetti 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.
Gregory Bennett (CRD# 2713886) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
Douglas Bentle (CRD# 6679074) is an Investment Advisor Representative working at 2nd Half Capital, LLC in Alpharetta, GA and has over 8 years of experience in the finance industry.
Jackson Bentz (CRD# 6539475) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Alpharetta, GA and has over 8 years of experience in the finance industry.
Jon Bernier (CRD# 1540739) is an Investment Advisor Representative working at Tandemgrowth Financial Advisors, LLC in Alpharetta, GA and has over 37 years of experience in the finance industry. Jon Bernier 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.
Louis Bernstein (CRD# 1907195) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 24 years of experience in the finance industry.
Emilio Betancourt-Ortiz (CRD# 6602308) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alpharetta, GA and has over 8 years of experience in the finance industry.