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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
Sandra Allen (CRD# 6914118) is an Investment Advisor Representative working at Edward Jones in Bogart, GA and has over 5 years of experience in the finance industry.
Carlas Allgood (CRD# 1247696) is an Investment Advisor Representative working at Cwm, LLC in Watkinsville, GA and has over 40 years of experience in the finance industry.
Kimberly Almond (CRD# 6833894) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 6 years of experience in the finance industry.
Henry Bailey (CRD# 713351) is an Investment Advisor Representative working at Bailey Financial Services in Watkinsville, GA and has over 43 years of experience in the finance industry.
Andrew Baker (CRD# 5726043) is an Investment Advisor Representative working at Edward Jones in Covington, GA and has over 14 years of experience in the finance industry.
Aysha Ballis (CRD# 7037378) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has 1 year of experience in the finance industry. Aysha Ballis 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.
Melissa Barron (CRD# 5477940) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 16 years of experience in the finance industry. Melissa Barron 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.
Donald Beasley (CRD# 1910483) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 30 years of experience in the finance industry.
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.
Coleman Benko (CRD# 5179575) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Watkinsville, GA and has over 16 years of experience in the finance industry.