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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
William McCartney (CRD# 4225850) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greensboro, GA and has over 22 years of experience in the finance industry. William McCartney 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.
Ralph McClung (CRD# 1332885) is an Investment Advisor Representative working at Arch Partners Wealth Management, Inc. in Watkinsville, GA and has over 39 years of experience in the finance industry. Ralph McClung 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.
William McGowan (CRD# 5524554) is an Investment Advisor Representative working at Stadion Money Management, LLC in Watkinsville, GA and has over 13 years of experience in the finance industry.
Matthew McKinney (CRD# 4086703) is an Investment Advisor Representative working at Edward Jones in Watkinsville, GA and has over 24 years of experience in the finance industry.
Robert McNeill (CRD# 6399881) is an Investment Advisor Representative working at Edward Jones in Greensboro, GA and has over 9 years of experience in the finance industry.
James Middleton (CRD# 5624164) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry.
Karen Miley (CRD# 4243435) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Athens, GA and has over 23 years of experience in the finance industry. Karen Miley 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.
Timothy Minor (CRD# 1028189) is an Investment Advisor Representative working at Lincoln Investment in Eatonton, GA and has over 42 years of experience in the finance industry.
Mark Mitchell (CRD# 2217342) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Athens, GA and has over 32 years of experience in the finance industry.
Patrick Mitchell (CRD# 2253375) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Athens, GA and has over 31 years of experience in the finance industry.